What you will accomplish

You will use the All Contacts page to find the right customer quickly—by name, email, phone, or company—and open their record without creating duplicates or missing someone who is filtered out.

You will also learn when to use Table, Card, or Board view, how to open a customer-type page (such as Storage or Detailing) for a shorter list, and how to narrow results with Filters & Settings.

When to use this guide

• A customer calls and you need their record open in one or two clicks.
• You want to see only leads, active customers, or customers from one source.
• Your sales team wants a board of customers by pipeline stage.
• You need to send a portal invite from the list without opening every customer page first.

Start on the right contacts page

1. Open Contacts in the sidebar

   Click Contacts in the left sidebar.

   Expected result: You see sub-pages such as All Contacts, Storage, Events, Detailing, and Vendors.

2. Choose All Contacts when you are searching

   Click All Contacts (or go to All Contacts) when you need to find one person and you are not sure which group they belong to.

   Why this matters: All Contacts never hides customers based on their type. It is the safest place for phone lookups and duplicate checks.

3. Choose a type page for daily team work

   Click Storage, Detailing, or another type when your role focuses on that group.

   Expected result: The page title matches the type (for example Storage). Only customers with that Customer Type on their record appear.

When to use each view

Search for a customer

1. Open All Contacts

   Go to All Contacts, or open the customer-type page your team uses most (for example Storage contacts).

2. Click the Search field

   The search field is near the top of the page. It says Search.

3. Type what you know

   Type part of the customer's name, email address, phone number, or company name.

4. Open the customer record

   Click anywhere on the customer row (in Table view), or click View Details on the right side of the row.

   In Card or Board view, click the customer card.

   Expected result: The list shortens to matching customers only. The customer detail page opens with their name at the top.

Use row actions without opening the full record

In Table view, each customer row includes quick actions on the right side. These save time when you already know what you need to do.

• View Details (or click the row) opens the full customer record.
• Send Invite or Resend Invite sends the portal sign-in email when the customer has an email and has not signed in yet.
• Add to Stripe appears when payment processing is enabled and the customer is not linked yet—see Manage billing on a customer record.

Expected result: You complete a common task from the list in one or two clicks instead of opening every customer page first.

Understand key table columns

In Table view, these columns answer the most common front-desk questions:

Turn columns on or off under Filters & Settings → Columns.

Sort the table

Click a column heading to sort—for example Last Name or CRM Stage. Click again to reverse the order.

Why this matters: Sorting by stage or account status helps you work down a call list without exporting a spreadsheet.

Open the Customer Report

When you need every customer in one exportable table (with monthly recurring totals and payment method status), click Report in the top-right of All Contacts.

See Export and use the customer report for export steps and column definitions.

Open Filters & Settings

The Filters & Settings button controls the view, visible columns, and filters.

1. Click Filters & Settings

   On All Contacts, click Filters & Settings near the top of the list.

2. Choose a view

   Click Table, Card, or Board.

3. Choose which customers to show

   Use Status to show All, Active, Inactive, or Deleted customers.

   Deleted shows records your team removed. Open one and use Restore when you need to bring them back—see Handle duplicate or merged customer records.

4. 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.

5. Adjust columns if needed

   In Table view, click Columns inside Filters & Settings. Turn on or off columns such as City, Cars, CRM Stage, or Account Status.

   Why this matters: A shorter table is easier to read at the front desk. Add columns back when you need billing or portal status at a glance.

   Expected result: The table updates immediately. Your choices are saved for your user account on this device.

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.

1. Open Filters & Settings

   On the Contacts page, click Filters & Settings.

2. Click Card

   Click Card. The list changes from rows into a grid of customer cards.

3. 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.

1. Open Filters & Settings

   Click Filters & Settings.

2. Click Board

   The list changes into columns grouped by CRM stage.

3. Find the customer card

   Use search or scroll through the stage columns until you find the customer.

4. Move the customer when the stage changes

   Click and drag the customer card from one column to another (for example from Lead to Customer).

   Why this matters: The board is a visual pipeline. Moving the card updates the customer's CRM stage so reports and follow-up lists stay accurate.

   Expected result: The card appears in the new column. Open the customer record to confirm the stage changed under CRM Information.

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:

• Edit customer details
• Link cars and documents to a customer
• Invite a customer to the portal

Troubleshooting