The main Contacts list shows you all the contacts existing within your account giving you an overview of the main information for each, such as telephone number, email address and claims history. From here you can organise and categorise all your contacts.
Having your contacts organised will help you get the most from our CRM capabilities.
Filtering on Contacts
Contacts can be filtered according to different conditions. There are five conditions that you can apply to filter contacts:
The Category field indicates whether the contact is a business or a person.
Filtering contacts by City allows you to have an overview of the contacts based in a given city. You just need to type in the name of the city you want to filter by.
The State/County field allows you to filter your contacts by the State/County in their address.
The Country field allows you to filter your contacts by the country they currently live in.
The Claim History field allows you to filter contacts by the number of claims they are linked to.
You can specify a minimum and a maximum number of claims linked to them.
This field allows you to filter contacts by one or more labels applied to them.
If you add multiple labels to the filter, the contacts with all of those labels applied will be included in the results.
Labels are like tags or folders and are a great way to categorise and drive attention to the state of a contact.
We have added the following default labels: Lead, Customer, Fraudster and Do Not Contact. But these are totally customisable and there is no limit on the number of labels you can create and apply to a contact.
You can create and edit labels from the Labels tab within the main contacts list.
In order to apply a label to a contact, just click on the contact in question and open the contact details page. From here you can apply labels by clicking on the label icon in the label section.
If the contact is only linked to one claim, you will be also able to edit labels from within the claim.
Exporting your Contacts Directory
To initiate an export, choose the filter or label you want to extract and click the Export button.
If you tick the "Include all columns?" box you will be able to export all data belonging to the contacts into an XLXS or CSV file.
If you have searched something before running the export, the exported file will only include the search results.
To export all results, simply click the search reset button to remove any search terms and try initiating the export again.
To learn more about searching contacts, read our help article.