Search & Customize Contact Grid

Powerful and Flexible Search Bar

  • 🔎Search Options: You can now search contacts by first name, last name, or email address—with upcoming functionality to include company name and title for even more targeted searches.

  • 🗃️Adjustable Results: To the right of the search bar, a drop-down allows you to choose the number of search results displayed, letting you easily adjust for broader or more specific views.

 

Customizable Contacts Grid

  • ⚙️Grid Configuration: Click the gear icon on the left of the search bar to open the configuration settings. Here, you’ll see your selected columns by default (name, title, email, phone).

  • 🛠️Edit & Rearrange Columns: To modify the grid, double-click any data point to remove it or drag to rearrange columns. You can also select from other system data lists or add Company custom fields through the 'search custom data' box, which includes type-ahead search for easy access.

  • ✔️Save & Apply Options: Click ‘Save’ to make your column selections ‘sticky’ across sessions, or ‘Apply’ to use them for your current session only. To reset the grid entirely, use the refresh icon in the top left corner of the configuration window.