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The contacts list page gives you tools to filter, search, and organize how you view your contacts. You can create custom views, choose which columns are visible, and save configurations for quick access.

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Views

The default view is All contacts, which shows every contact in your workspace. You can switch between views using the dropdown in the top-left corner of the contacts page.

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Creating a custom view

To create a custom view:
  1. Apply one or more filters using the Filter button (see Filtering contacts below).
  2. Once your filter is applied, click Save view in the top-right corner.
  3. Give the view a name and save it.
The view is now available in the views dropdown for quick access.
If you make changes to an existing view, such as adding/changing a filter condition, you need to save the view again for the changes to persist

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Filtering contacts

Click the Filter button in the toolbar to open the filter panel. This uses the Unified Query Engine to let you build conditions and groups that segment your contacts by any combination of field values and activity criteria.
Contacts Managing1
The number of matching contacts updates in real time as you build your filter. Once you are satisfied with the results, you can save the filtered view for reuse.

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Columns

Click the Columns button in the toolbar to choose which fields are displayed as columns in the current view. Columns are organized into the following categories:
  • Contact standard fields
  • Contact custom fields
  • Contact system fields
  • Company standard fields
  • Company custom fields
  • Company system fields
See contact default fields and company default fields for more info.
The Company fields refer to the values of the contact’s directly linked company.
Each category shows a count of how many columns are currently selected out of the total available (e.g., “2/14”). These are the columns visible in your view. You can expand a category to toggle individual columns on or off.

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Searching

Click the Search icon in the toolbar to open the search bar. You can search for a contact by any value that any of its fields contain. This includes name, email, company name, job title, or any other standard, custom, or system field value.