Where Can I View My Contacts?
You can view all your available contacts in the Contacts tab.
Types of Contacts Available:
Organisation Users: everyone in your organisation.
Project Users: all users from projects you have access to.
How Can I Filter My Contacts?
You can filter your contacts to quickly find people or details you need. All filtering tools are available from Filters in the top-right corner of the Contacts tab.
Create a Filter
Go to the Contacts tab.
Click Filters (top right).
Choose the attribute you want to filter by, such as
Address
Email
Full Name
Job Title
Organization
Telephone
Time Zone
Your results update instantly based on your selection.
Manage Your Filters
Clear - Remove the current filter.
Save - Save the current filter for future use.
Save as -
If a saved filter is active: save it again with a new name.
If an unsaved filter is active: you'll be prompted to save it.
Edit -
If a saved filter is active: edit the filter's name.
If an unsaved filter is active: you'll be prompted to save it.
Delete -
If a saved filter is active: delete it.
If an unsaved filter is active: the filter is simply cleared.
EXAMPLE:
If you filter by Full Name, you'll see a list of available names.
In this example:
Ben Patel was selected for the filter.
Once applied, actions (Clear, Save, Edit, Delete) appeared on the right.
Unsaved Filter
If you switch away from the Contacts tab after applying a filter, it isn't lost.
When you return:
Click Filters (top right).
Select Saved Filters (right-hand side).
The filter you last applied will be listed as Unsaved Filter.
