Contacts List
The table view of your contacts — search, filter and sort your way to the right people, then email, text, reassign, merge or update them in bulk without opening a single profile.
On this page
1What the list is
Every contact type in ClientTether — Clients, Employees, Partners, Vendors and any custom types you’ve defined — has a list page: a table where each row is a contact, each column is a field, and the toolbar above lets you act on many rows at once. Open a row’s name to jump into the Contact Profile; stay in the list when you need to work across people rather than within one.
The lists live under Contacts in the main navigation, one entry per contact type, plus All and Archived.
2The different lists
| List | What’s in it |
|---|---|
| One contact type (e.g. Clients) | Contacts of that type only. Custom fields defined for that type appear as extra columns. |
| All | Every contact type in one table, with a Record Type column so you can tell them apart. |
| Archived | Contacts that were deleted. Each row offers Click to Restore and Click to Delete Permanent. |
| Masscom Selection | Only in accounts with Masscom enabled: a selection screen across all types where you tick contacts and launch a Masscom plan, email or text at them. |
Above every list there’s also a scope selector with three options:
- Main Contacts — one row per person or business; additional opportunities under a contact are hidden.
- Active Opportunities — every opportunity that is a New Lead or sits in an active sales-cycle step.
- All Opportunities — every opportunity, active or not.
3Reading the colour dots
Each row carries a small coloured marker in the name column. It’s the quickest way to see who needs attention today:
| Colour | Meaning |
|---|---|
| Green — Contact Today | The contact has a contact reminder scheduled for today. |
| Yellow — Client Missed | A scheduled contact point is overdue or was marked missed. |
| Red — New Lead | The contact hasn’t been moved into a sales-cycle step yet. |
If more than one applies, green wins over yellow, and yellow over red — the marker always shows the most urgent state. The three dots in the column header are clickable: click one to sort that state to the top.
4Finding contacts
The Search Contact box matches against first name, last name, both phone numbers, address, email, zip, city and company name — and, in the opportunity views, the opportunity name. Type and press Enter or the magnifier.
Click any column header to sort by it; click again to reverse. The circular-arrow icon on the right of the toolbar clears all filters, sorts and search in one go. Your last sort and page size are remembered per user.
5Advanced Filter
The funnel icon opens Advanced Filters. It has two layers:
Quick pickers for the fields you filter by most: Sales Cycle (grouped by contact type, plus New Lead), Action Plan (grouped by Connection, Conversion, Retention, Event, Seasonal and Parallel plans), Lead Source, Assigned User (including Unassigned), State, Tags, Rank and — in Enterprise accounts — Accounts and Previous Accounts.
Field conditions for anything else. Pick a field (names, phones, email, address, company, job title, deal size, likelihood, close date, contact dates, social links, UTM parameters, demographic fields, or any custom field), a matching option and a value. Matching options include Exactly =, greater/less than (and equal), Similar to %…%, Not Have %…%, IN(…), NOT IN(…), BETWEEN, NOT BETWEEN, IS EMPTY and IS NOT EMPTY. Add more rows with Add More and join them with And / Or.
Two extras in the same window:
- Saved Filters — give a filter a name and save it; reload it later from the list, update it, or delete it.
- Find Duplicates — show only contacts that share an Email, Name and Phone, Phone or Address, ready for the Merge action below.
When a filter is active the funnel icon turns solid so you don’t forget you’re looking at a subset.
6Columns and page size
The gear icon opens Page Settings. Contacts Per Page goes from 10 up to 250. Display Columns lets you choose from the standard set — Name, Company Name, Job Title, Address, City, State, Zip, Email, Cell Phone, Secondary Phone, Action Plan, Sales Cycle, Lead Source, Created Date, Deal Size, Next Appt, Contact Reminder, Assigned User — plus every custom field for the contact type. Both settings are saved per user.
7Bulk actions
Tick the boxes on the left (or the header box for the whole page), then use the toolbar. Some buttons only appear for certain user levels.
| Button | What it does |
|---|---|
| + Add | Opens a blank profile to create a contact of this type. In accounts with the option enabled, a phone icon next to it lets you Add By Phone. |
| Email / SMS | Send one message to every selected contact, using a template or free text. Each send is recorded in each contact’s history. |
| Merge | Combine two or more duplicate records into one. You pick which contact to keep and, field by field, which value survives (name, phones, email, address, action plan, sales cycle, lead source, assigned user); the history notes of both are combined in date order. |
| Change | Update a field on all selected contacts at once: Action Plan (including No Action Plan Running or Default Action Plan), Sales Cycle (or New Lead), Lead Source, Assigned User, Event Assigned User, Contact Type and Tags. |
| Combined | Turn several selected records into opportunities under one primary contact — you choose which becomes the primary. |
| Separate | The reverse: split opportunities back into standalone contacts. Only in the All Opportunities view. |
| Send To Account | Enterprise accounts only — push the selected contacts to a sub-account. |
| Reassign | Move the selected contacts to another sub-account (Admin, Standard and Enterprise users). |
| Release | Hand the selected contacts up to the Enterprise (parent) account, which becomes their owner. Both accounts are notified. Admin and account-owner users only. |
| Delete | Move the selected contacts to Archived. Standard users don’t get this button. |
Merge, Combined and Separate need at least two rows
With fewer than two contacts ticked, ClientTether shows a warning and does nothing. Every one of these, plus Release and Delete, asks you to confirm before acting.
Merge can’t be reversed. The records you didn’t keep are archived, their notes are woven into the survivor’s history in date order and their tags move across — restoring an archived record later does not un-merge anything. Use Find Duplicates first and check the field-by-field preview before confirming. Delete Permanent in the Archived list is equally final.
8Import, Update and Export
Import creates contacts from a spreadsheet. Download the template from the import window, fill it in, then upload it with Select File. The import runs in the background and you receive a notification when it finishes; for files over 1,000 rows there’s a separate large-import option in the same window. Update works the same way but changes existing contacts instead of creating new ones.
Export downloads the current list to a file. You choose the fields — from All Fields down to individual columns such as names, company, address, contact dates, deal amounts, action plan and assigned user, plus custom fields. Whether Admin, Standard and Salesperson users can export is controlled by the account owner in the export permissions; account owners always can.
9Troubleshooting
I can’t find a contact I know exists
Clear filters with the circular-arrow icon, switch the scope to All Opportunities, and check the Archived list. If the contact was merged, it now lives under the surviving record.
A column I need isn’t there
Open Page Settings and tick it under Display Columns. Custom-field columns only appear in the list for their own contact type.
I don’t see the Export (or Delete, Reassign, Release) button
These are limited by user level and, for Export, by the account’s export permissions. Ask your account admin.
10Related pages
- Contact Profile — what you see when you open a row.
- Pipeline — the same contacts arranged by sales-cycle step.
- Templates — the email and text templates used by the bulk send buttons.