Introduction to the Contacts Screen

Users can access the CRM Core contact management interface by clicking the Contacts link from the CRM Core menu or go to crm-core/contacts.

Out of the box, the contacts screen is very streamlined. It does three things:

• Provides a link to add a contact.
• Provides a list of contact records in the system—only the contact's name and some links for updating each contact record.
• Provides filters for filtering contacts based on name and type.

You will notice the contacts screen will display no contacts at first - nothing has been entered yet! Come back to this page anytime you need to see the contact information. You can feel free to create one using the Add a Contact link at the top of the screen or leave it for later.

Site builders will notice the contacts screen is actually a view. Part of this interface's power is that it can be customized to include whatever fields you want for displaying contact records. Several Views Bulk Operations are defined within CRM Core for working with contacts, and you can create your own. This screen can also be cloned to give you precise controls over various contact types.

For instance, if you wanted to have an interface that searches organizations and another for individuals, you can accomplish that easily by cloning the existing CRM Core contacts view.