Plan EOJ User instructions

gistfile1.txt

How to Use the Contacts List Page
This page allows you to view, manage, and organize your contacts efficiently. Below is a guide on how to use its features.

Navigation to Contacts List:

From the Management section on the left-side menu, click on Contacts and then select List to view all your saved contacts.
Viewing Contacts:

You can see a list of all contacts displayed with the following columns:
Name: The full name of the contact.
Email: The email address of the contact.
Phone Number: The contact’s phone number.
Contact Type: Shows the type/category of the contact.
Message Type: Displays the message type associated with the contact.
Notes: Any notes added about the contact.
Actions: You can click the Edit icon in the rightmost column to update or edit the contact details.
Adding a New Contact:

To add a new contact, click the + Add button located in the upper-right corner of the page.
Searching for Contacts:

Use the search bar titled Search contacts by first name to find contacts by typing their first name. The list will update automatically as you type.
Sorting Contacts:

In the top right corner, there is a Sort By dropdown. You can sort the list by the date of the last update (newest or oldest).
After selecting a sorting option, click Apply to refresh the list based on the selected criteria.
Filtering Contacts:

After performing a search or selecting a sort option, click Clear to reset the list to its default view.
Import and Export Options:

You can either Import a list of contacts into the system or Export the current list of contacts by clicking the respective icons at the top of the list.
Managing Contacts:

To take bulk actions, select the checkboxes next to multiple contacts and apply actions if needed.
These instructions should help you efficiently manage your contacts on this page.