New View Vs Old View
Raniza Seprado avatar
Written by Raniza Seprado
Updated over a week ago

There are now two default options that you may choose from to view All Contacts Management.
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The old view looks like this:

It shows you important details about your contacts like email address, first and last name, phone number, group, next action, who is assigned to, lead generator, last contact, last activity, days SMS, and days email.

On the upper right corner, you will see a key that allows you to view your contacts per page, and just right beside it, you may set how many contacts will be shown per page (ranging from 25 - 1000 contacts).

The old view allows you to filter your search within a specific period (calendar on the upper left) or with a keyword. You may also view it according to groups, whom they are assigned to, lead generator, and tags.


The new view on the other hand presents the All Contacts details in a more comprehensive manner. It looks like this:

It has twelve columns of information:
a. Contacts (which already has the details such as the email address and the phone
numbers; furthermore it already indicates whether the contact has
subscribed or not to email or SMS)

b. Tags
c. Next Action
d. Assigned Staff
e. Lead Source

f. Last Contacted

g. Last Activity

h. Days SMS

i. Days Email

j. Inquiry Date

k. Can Email

l. Can Text.
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In the New View. you may also perform individual or batch tasks/actions from here, assign contacts, or mark tasks as complete.
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The filter in the new view can also make the search narrower as you can add more filters with a keyword. Here, it looks like this:

The new view was created to make the system more efficient for the user. However, the old view also has the same information it has except for its more advanced filter. In the end, it's a matter of preference.

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