We have redesigned the contacts section and made many improvements to the way you manage your contacts.
A new button ‘manage contacts’ has replaced ‘View All Contacts’, ‘Add A Contact’ and ‘Add/Edit/Delete Contact Groups’ in the contacts section. You’ll find this a much more powerful tool for organising your contacts and groups, and it’s easier to use too. The attached image and the corresponding help text provide the basics on how you can use the new tool.
Firstly, select the contacts tab and click on the new ‘manage contacts’ button. You’ll now see the new contact management tool.
You will notice that the help text for this page is in a new drop down box. To view the help text, just click the arrow on the right hand side of the blue bar.
View your Contacts by “Contact Group” using the drop down box on the top left below the help bar. This will display all the contact groups you have set up previously. To reset the contacts select the “View ALL” option.
Individual Contact Management:
Double click on a contact to view, edit or delete it. Use the “Add” button to add new contacts.
Select one or many contacts with the right hand checkboxes, or by using the “Select All” button. Once you have your contacts selected, either by filtering or by manual selection, you can perform the appropriate action, such as “Delete Contacts” or “New group… +” from the “More Actions” drop down box.
You can change the amount of records displayed at the bottom of the screen in increments of 25 Contacts per page.
Click on the column headings to re-order by “First Name”, “Last Name”, “Email Address”, “Company”, “Phone Number”, “Unsubscribe” or “Unique Ref. No”.
Searching and Filtering:
When you hover on a column heading a down arrow will appear on the right of the heading which can be clicked to reveal a “Fly Out panel” of filtering and search options.
Use the filters to return contacts that match the text you are searching for. I.e. go to Email Address ‘Fly Out panel’ > Filters > Type in ‘@hotmail’, and this will filter your results to just those contacts who have hotmail addresses.