Contacts
Find and filter contacts
Search, filter, and change Contacts views so you can quickly find the right customer record.
Use the Contacts page when you need to find a customer, check their status, send an invite, or open their full record.
You will learn how to search, filter, and switch between Table, Card, and Board views so you can find the right customer on the first try.
When to use each view
| View | Best for | What you will see |
|---|---|---|
| Table | Daily office work and quick lookups | Rows with names, email, phone, cars, CRM stage, status, and actions |
| Card | Visual browsing | Customer cards with key details |
| Board | Sales or onboarding follow-up | Customer cards grouped by CRM stage |
Search for a customer
- Open Contacts
Go to the Contacts page.
- Click the Search field
The search field is near the top of the page. It says Search.
- Type what you know
Type part of the customer's name, email address, phone number, or company name.
- Open the customer record
Click the customer row, card, or View Details button to open the customer detail page.
Open Filters & Settings
The Filters & Settings button controls the view, visible columns, and filters.
- Click Filters & Settings
On the Contacts page, click Filters & Settings near the top of the list.
- Choose a view
Click Table, Card, or Board.
- Choose which customers to show
Use Status to show All, Active, Inactive, or Deleted customers.
- Filter by CRM information
Use CRM Stage, Customer Type, or CRM Source when you need a smaller list.
For example, you can show only new leads, only storage customers, or only customers from a referral source.
- Adjust columns if needed
In table view, use the column controls to show or hide details your team cares about.
Use Card view for visual browsing
Card view is helpful when your team wants to scan faces, names, and key details without reading a full table row.
- Open Filters & Settings
On the Contacts page, click Filters & Settings.
- Click Card
Click Card. The list changes from rows into a grid of customer cards.
- Open a customer
Click a card or View Details to open the customer record.
Expected result: You land on the same customer detail page as you would from table view.
Use Board view for follow-up work
Board view shows customers grouped by stage. This is helpful when your team wants to move customers through a process, such as new lead, tour scheduled, contract sent, and active storage.
- Open Filters & Settings
Click Filters & Settings.
- Click Board
The list changes into columns grouped by CRM stage.
- Find the customer card
Use search or scroll through the stage columns until you find the customer.
- Move the customer when the stage changes
Drag the customer card from one column to another. This updates the customer's CRM stage.
Use filters without losing customers
Filters are helpful, but they can also hide records if you forget they are turned on.
- If a customer is missing, clear the search box first.
- Set Status to All if you are not sure whether the customer is active or inactive.
- Check Deleted only when you are trying to restore a deleted customer.
- If board view looks empty, switch back to Table and remove CRM filters.
What happens next
After you find the customer, open the detail page to update contact information, link cars, add documents, add notes, or invite them to the customer portal.
For next steps, see: