CRM Contact List

The CRM Contact List displays all CRM contacts. CRM contacts are people or companies that are not customers or vendors but with whom you maintain a business relationship (prospects, partners, etc.). Access from Card File › CRM Contacts.

List

The main list view showing all CRM contacts. Double-click a row to edit. Right-click for options.

List Columns

Name

The contact or company name.

Phone

Primary phone number.

Email

Primary email address.

Default Columns

Column	Description
Name	Name.
Phone	Phone.

Available Columns

Additional columns configurable via list settings.

Column	Description
First Name	First Name.
Last Name	Last Name.
Contact	Contact.
Street	Street.
Street2	Street2.
City	City.
State/Prov	State/Prov.
Country	Country.
Zip/Postal	Zip/Postal.
Phone2	Phone2.
Fax	Fax.
Email	Email.
Web Page	Web Page.

Filters

Filter

Quick-search the displayed list. Type text to instantly filter rows by matching against the selected column. Use the in dropdown to choose which column to search, and the by dropdown to switch between Starts With, Contains, or Exact Match.

Tip: If you do not see the column you want to search or view, go to File → Configure to customize which columns are displayed in the list. You can add, remove, and reorder columns to suit your workflow.

Sort Column & Method

Choose the column used to sort the list. The dropdown displays all columns you have chosen to view, including any custom column changes you have made. Use the second dropdown to switch between Ascending and Descending order.

Auto Size Columns

When checked, columns automatically resize to fit their contents each time the list refreshes. This ensures all data is visible without manual adjustment.

When unchecked, column widths are saved between sessions. You can drag column borders to set your preferred widths and they will be remembered the next time you open this screen. This is useful when you want a consistent layout regardless of the data displayed.

Show

Filter records by status. Options include:
• Active Only — Show only active records (default).
• Inactive Only — Show only deactivated records.
• Active & Inactive — Show all records regardless of status.

Group

Filter by group membership. Select a group to show only records that belong to that group. Leave blank to show all records.

Related Screens

CRM Contact Master