Contact Sorting

Contacts can be sorted by any column by clicking on the column header. Clicking on a sorted column header reverses the sort order.

Sorting can make a group of Contacts easy to select. For example, sorting by the
City column can allow up to easily select the block of Contacts from the same
city.

Column Order and Visibility

The column order and visibility is controlled by the template and change by changed using the Sales Office Administrator editor.

Columns can be temporarily re-ordered by dragging them to the desired location. The re-ordering does not persist the next time the software is started.

Grouping The Name Column

When the Name column header is clicked for sorting, the Contacts are grouped together and indexed.

Arrange Contact List Columns

Auto size

Adjusts the column width based upon the content - all content is visible.

Refresh

The Refresh button will cause the display to re-calculate and refresh the columns.

Reset Layout

Sets the the columns to their original order and width. In addition, the Edit form layout is reset.

Select-Then-Take-Action With Contacts

The Contact List allows you to select a group of Contacts and then use them
or perform actions on or with them.

Example: Changing the Owner Of A Group Of Contacts

A sales manager wants to assign a group of leads to a sales rep. In Desktop
Sales Office each Deal or Contact has a "sales owner" - the responsible sales
rep for the item - so the Sales Owner field would need to be set in each of the
Contacts.

• Select the Contacts in the Contacts List
• Press the Change Contacts button
• Set the Sales Owner field to the responsible sales rep's name. The
  change is applied to all of the Contacts selected in the Contact List.

Example: Sending Email To A Group Of Contacts

To send an email to a group of Contacts you would:

• Select the contacts
• Press the Email button. Your selected Contacts' email
  addresses are included in the Email form and you can compose and send your
  message to them.

Example: Outbound Calls.

To place a series of outbound calls to all your Contacts in a city using the
Calls & Research(*) tab, you'll want a Contact List that ONLY shows Contacts in
the city. You want to hide any Contacts that are NOT in the city. You would:

• Select all the Contacts in the city
• Show ONLY the selected Contacts - i.e. hide the Contacts that were NOT
  in the city - using the Show Selected button.
• Begin calling the Contacts in the city that are now visible in the
  Contacts List using the Calls & Research tab.

(*) The Calls & Research tab allows you to make outbound calls or research
through a list of contacts - the contacts that are visible
in the Contacts List.

Showing And Hiding Contacts In The Contact List

The Calls & Research tab is used to make calls to a list of Contacts. The
calling list is the Contact List. Since it is common to want to call a subset of
your entire Contact List, the Call's and Research tab only uses the Contacts
that are SHOWN in the Contact list, and skips Contacts that are HIDDEN. To
support this, there are several buttons that deal with the issue of showing or
hiding Contacts that are selected in the Contact List. Buttons that support
showing or hiding of selected Contacts are:

• Show Selected - which hides unselected Contacts from
  view without deleting them.
• Hide Selected - the selected Contacts are hidden, the
  un-selected Contacts remain visible.
• Show All - reveals any Contacts that were hidden so
  that all Contacts are displayed.

Selecting Contacts

Selecting Contacts By Progress

Select By Progress allows you to select Contacts where the
progress falls between a low and high value. An example might be selecting all
Contacts where the progress is between 50% and 75%.

Select By Finding Text

You may also select Contacts that contain text in a field or Journal. For example entering "Tom"
and choosing to search the First name field would find a Contact that had "Tom
Jones" as the contact. The search is case sensitive, so "Tom" does not match
"tom".

Selecting Contacts Via Mouse and Keyboard

You can choose Contacts individually with your mouse. Use the CTRL to add or remove a
Contact from the Contacts you have selected.

You can select a block of Contacts by selecting the first Contact then holding the Shift key while selecting the last
Contact. All Contacts between the first and last Contact are selected.

You can select or un-select Contacts one-at-a-time by holding the Ctrl key as you choose
Contacts with the mouse.

Select and UnSelect All

You can select or un-select all Contacts by right clicking on the Contact
list or using the buttons in the ribbon bar.

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