This layout lists the Contact records that you have added to the current Campaign Company.
Running from the top to the bottom of this layout, left to right:
navigation bar (top)
The tabs at the top of this layout facilitate navigation to the Dashboard Summary layout, and the Categories, Projects, and Notes list layouts.
N.B. The Notes tab will appear only after you have added a note to the application.
?
Click this button to view the online help facility for the application.
exit
Click this button to close the application.
navigation bar (middle)
The tabs in the middle of this layout facilitate navigation to the Details, and Notes list for the current Company.
show all
Click this button to view every Contact listed under the current Campaign Company.
Activating this button will clear the search string field.
After activation, the button will be replaced by the notification showing all.
enter search string here
The field preceded by a magnifying glass icon, containing the placeholder text enter search string here, facilitates a search across all Contacts listed under the current Campaign Company.
Enter text here to return matching Contact records on a find-as-you-type basis.
Fields that contain your search string will be highlighted.
calendar (icon)
Click this button to enter a record created/modified date in the search string field.
After you click this button, a drop-down calendar will appear below the icon.
Select a date from this calendar to find records created/modified on that date.
X (icon)
Click this button to clear the search string field, and view every Contact listed under the current Campaign Company.
tagged
Tags enable you to isolate individual records in the current list.
Click this toggle button to view records that you have tagged.
Click it again to view records that you have not tagged.
record found bar
The record found bar shows the records found count out of the total number of records available under the current heading.
add
Click this button to add a new Campaign Contact to the current Campaign Company.
After you click this button, a window will pop-up listing available Contacts.
This list is made up of the Contact records that you added to the application under the >> dashboard >> companies heading.
add [single]
Click this button to add the current Contact to the current Campaign.
all
Click this button to add all of the Contacts listed to the current Campaign.
done
Click this button to close the add Contacts window.
→ ← (icon)
Click this toggle button to view the Contact fields only.
Click it again to view every field for each Contact.
tag
Tags enable you to isolate individual records in the current list.
Click this toggle button to tag every record currently listed.
Click it again to remove tags from every record currently listed.
dustbin (icon)
Click this button to remove all of the Campaign Contacts added to the current Campaign Company, and all accompanying Notes.
This process is irreversible.
field labels
Click the label above a field to sort records by that field in alphanumeric order.
Click the label again to sort records by that field in reverse alphanumeric order.
To remove the temporary sort on a field, hold down the shift key and click the relevant field label.
>
Click the button with the arrow on it to view full details for that Campaign Contact.
cursor
Position your cursor over a text field to view the full contents of that field as a pop-up hint.
tagged
Tags enable you to isolate individual records in the current list.
Click this toggle button to tag the current record.
Click it again to remove the tag from the current record.
dustbin (icon)
Click this button to remove the current Campaign Contact from the current Campaign Company, and all accompanying Notes.
This process is irreversible.