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Contacts in NEXT

The Contacts page in NEXT is your central hub for creating, managing, and tracking individual records—such as internal team members, franchisees, vendors, brokers, landlords, and other stakeholders.

Contact Grid Overview

The Contacts page is displayed in a configurable grid format, designed to make searching, organizing, and managing people simple and efficient.

From the Contact Grid, you can:

  • Search by Name, Email, or Title

  • Sort by Name, Title, Email, City, State, or Country by clicking the column header

  • Use pagination controls to adjust items per page and navigate between pages

  • Customize columns using System Data and/or Custom Data

  • Export your current grid configuration to Excel

  • Create a new Contact directly from the grid

  • Pin Contacts for quick access

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Grid Configuration

The grid can be tailored to your workflow using both System Data fields and any contact associated Custom Data fields. You can rearrange columns, toggle them on or off, and export exactly what is displayed—making it easy to share filtered or structured contact data as needed.

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Contact Card

Clicking on a Contact opens the Contact Card, where you can view and manage all details related to that individual. This includes standard contact information, associated Companies and Sites, and any configured Custom Data fields.

Hovering over a linked Company or Site displays a quick-view pop-up with additional details. By pressing the Shift key, you can open that record in a pop-out window. This allows you to navigate, review, and edit related information without leaving the Contact page, making cross-record updates faster and more efficient.

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The Contacts page provides a structured, searchable way to manage the people connected to your sites and agreements. With flexible filtering, customizable columns, and quick relationship visibility, NEXT helps ensure that contact information stays organized, accessible, and actionable across your entire portfolio.

Need Help?

If you have questions or feedback about any of these features, please contact support using the in-app chat. Thanks for reading!