4.2 How to Navigate Contacts?

TDS CRM provides an easy way to navigate the contacts in the contact list. The following steps will describe the navigation process.

  • Go to Home > Contacts.
  • Select the view from the filter drop-down menu located on the left of the menu bar to display the contacts according to the contact type, such as investors, resellers, etc. To create a new customized view, use the New link given on top-right of the window.
  • Use the links of First, Last, Next and Previous to navigate through the contacts.