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Contact Tab Overview (C)

R
Written by Rohit Datta
Updated today

The Contact page is a natural starting point when looking for a particular customer or searching for a subset of customers.

The number at the top reveals the number of properties on display at a given time. If no filters are applied, the number should display the total number of properties in the system.

The main table provides one line per property with sortable columns.

Use the SEARCH BOX in the header to search by first name, last name, street name, city, town, phone number, email address, invoice number, parcel number, and manifest number.

The left side of the page includes all available filters, which are used to "filter" your entire list in order to display only those customers meeting certain criteria, such as RESIDENTIAL PROPERTIES in a certain town or county.

At the very bottom, you will find page navigation tools should you need to page through your list.

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