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Contacts - Contact List - Overview

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Contact List - Overview

 

  1. Contact List

 

1. Contact List

The numbered items in Image 1 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 1: Contact List
 
screenshot_-_contact_list_overview.png
 
The second option on the bar up top is "Contacts," selecting that will bring you to the page above.
    1. Add New Contacts: Brings you to page where you can add a single contact or a CSV batch contact upload.
    2. Show # Entries: Selectable: 10, 25, 50, 100 (100 is default).
    3. Ways to Export:
      * Copy: Copy table to clipboard.
      * CSV: Download a CSV file.
      * Excel: Download an Excel file.
    4. Search: Type single characters or phrases to narrow results.
    5. Filter: Type single characters or phrases to narrow down the results (found above each column).
    6. Table Headers:
      * Phone: The phone number for the participant.
      * Participant ID: The Participant ID; this is editable, and it will change the Participant ID in the system if edited.
      * Storylines: Shows the storyline that the participant is associated with. 
      * Tags: Shows participant tags, this is editable, and it will change the tags in the system if edited.
      * Notes: Shows participant notes, this links to the participant profile > notes tab.
      * Date: Shows date and time the participant was added to the Contact List.
    7. screenshot_-_light_blue_ascending_arrows.png: Sort ascending or descending, (found in each column header row).
    8. Row Check Box: Selectable: select an individual record to include in a group message.
    9. Actions: A dropdown menu with options to see and edit the participant's profile.
    10. Selecting or Deselecting Rows:
      * Select All: Select all rows in the table.
      * Select None: Deselect all rows in the table.
    11. Send Group Message: Opens "Group Send" page.
    12. Add Group To Story: Opens "Add To Story" modal.
    13. Showing 1 to # of # entries: Overview of results shown on the page.
    14. Previous/1/Next: Buttons for navigating each page.

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