Display Inactive

Inactive records are usually hidden from view with the financial information and history retained for reporting.

Selected, Inactive records are shown.

Clear, Inactive records are hidden from view.

Filter Contacts (Alt+A)

Apply or clear a Filter on Contact fields. The button changes to indicate if a filter is applied.

Auto Select

Selected, selections, filters and sorts will be immediately applied to the list.

Clear, selections, filters and sorts are not automatically applied.

Select Contacts (F9)

Click to apply selections, filters and sorts to the list.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a new Contact from CO Contacts.

Delete (F3)

Delete the Contact.

Note: Deleting a Contact linked to a source record does not delete the source record.

Open Details (F12)

Opens the Contact in CO Contacts. You can also double-click to open a Contact.

Drill Down (Shift+F12)

For Contacts linked to a source record opens the source contact.

Print (Ctrl+P)

Print the list, save it to an Excel worksheet or PDF file.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort on Contact fields. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads the list with changes other Users may have made.

Create List View (Alt+L)

Save the current list state as a List View.

Memos & Alarms (Ctrl+M)

Memos and alarms can be entered or edited for contacts. The button changes to indicate if memos and alarms are present. Opens Memos On... with a list of Memos for the Contact.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Totals

Record Count

The total number of records shown in the list. Click to refresh the total number.

Buttons

Batch Email (Alt+E)

Open CO Batch Email for the current list of Contacts.

Contact (Alt+C)

Opens Word Lookup to find a Contact.