Switcher: List view Contacts Table view

Edit list tabcontact management list tab table view

For the table view, open the “drop-down menu” behind the menu triangle Icon Triangle Dropdown on the right in the current tab and select “Edit list tab”. In “View” you then select “Table” and can additionally specify the number of rows per page.

Please consider: With many lines per page, more data must be transferred, loaded, and then “nicely” displayed by the browser. The latter is usually more time-consuming and also varies from computer to computer. A smaller number of lines will be displayed “smoother”.

You can change the sorting directly in the table by clicking on a column heading. The view is then sorted according to this and a small black triangle is displayed next to the column title. The direction of the triangle indicates the sorting direction. With another click on the same column header you reverse the sorting direction.

Column titles in gray font do not contain sortable information.

The basic structure of the table is specified in the administration. You can customize the columns, their order and the width of the columns to your needs.

You can access the configuration of the columns via the table icon  on the far right of the column headings.

A list will open where you can add the desired fields to the applied fields column by clicking “Add”. You can change the order of the columns by changing the number in the position field before the field name. Simply enter the new desired position and accept it with “Enter”.

The configuration of the column width is displayed via the “Show column widths” option.

The column width can be specified as a fixed number of pixels or as a percentage of the “available space”. The percentage columns are displayed in a different width accordingly when the window size is changed. Depending on the configuration and window size, the column can then “almost” disappear.

Fixed columns have a minimum width of 20 pixels, smaller values cannot be saved.
A more detailed description of the column width configuration can be found in the Administration under Lists.

There are special columns such as the traffic light status. This column belongs to the table and cannot be removed. The traffic light color changes the longer the record has not been edited. You can find more details about this in the basic settings.

Contact management List view Traffic light status

The magnifying glass and the pen Edit icon are displayed when you move the mouse over a selected record. Clicking on the magnifying glass of a property record displays the magnifying glass preview. It displays the most important data of the contact. These are customer number, parts of the master data, the supervisor and the last activities.

You can open a contact record from the list for editing or detailed reading. To do this, you can click on the general edit icon Edit icon or with a click on the line of the Contact record. The Contact record is opened with the “Basic data” tab.

You can return to the table view from the contact data set by clicking the back arrow  in the toolbar. The Contact record that was opened is highlighted in color.

Back to list view shows the last used Contact record