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Define Contact Views inside Contact Dashboard

Inside the Aritic PinPoint application, you will find list view, grid view, live mode, toggle anonymous contacts to view the contacts. With the help of list views, you can see groups of records based on a defined set of criteria. It is beneficial to project customer-specific data according to company requirements. You can even delete documents in bulk with the help of list view. In grid view, the page is divided into columns, and data is representing into square boxes for organizing the layout of different contacts.

a) Go to the dashboard and click on contacts under that select “Contacts” option from the left menu as shown below.

b) In contacts page , you will get four view options such as , 1) List View 2) Grid view 3) Live mode 4) Toggle Anonymous Contacts.

b) Apply “List view” and the view of contacts you will get as shown below. Contacts will appear one after another and column wise. The columns also can be edited .

c) With Grid view, the view is shown in below screenshot. With this view contact fields will not appear in columns as shown in screenshot . Contact fields will appear after clicking on a particular contact.

d) Similarly we will check with live mode . After enabling Live mode new contacts will automatically appear at the top and you can also see many columns.



e) Now we will check with the option ” Toggle Anonymous contacts ” . A list of Anonymous contacts will appear as shown in below screenshot and you can able to see “Date created” , “last active” etc.

From the above steps, you got an idea about the different views to analyze contact fields for your company and make the process more smooth and effective. Through these methods, you can quickly sort your contact data and increase your productivity.

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