Contact Dashboard

When you first go to Contacts you will be given a list view and three different options - Clients, Businesses and Contacts. If we select Contacts this will bring up a list of all the different contacts that have been added into your TM3.

The image below shows us the Contact Dashboard

If you want to search for a contact you can do so by clicking on the text field above the blue bar that says Search Contacts. You can also do an advanced search that will let you search by a specific contact field: 

Once you have entered your search details you can click on Search to search for the record or Clear to clear all details or Cancel to close out of advanced search.

You are able to order by different columns by clicking on the column name and you can order in ascending and descending order.

There are 9 different columns in contacts:

  • Ref
  • Forename
  • Surname
  • Business Name
  • Address
  • Telephone
  • Email
  • Web
  • Location

Once you select the View button this will bring you to the contacts record which you can find out more on in the Contact Record in Detail article.