What you will accomplish
You will use the All Contacts page to find the right customer quickly—by name, email, phone, or company—and open their record without creating duplicates or missing someone who is filtered out. You will also learn when to use Table, Card, or Board view, how to open a customer-type page (such as Storage or Detailing) for a shorter list, and how to narrow results with Filters & settings.When to use this guide
- A customer calls and you need their record open in one or two clicks.
- You want to see only leads, active customers, or customers from one source.
- Your sales team wants a board of customers by pipeline stage.
- You need to send a portal invite from the list without opening every customer page first.
Import is on a different pageBulk upload from a spreadsheet happens on Import Data, not on the Contacts list. See Import customers, cars, events, and photos.
Start on the right contacts page
1
Open Contacts in the sidebar
Click Contacts in the left sidebar.Expected result: You see sub-pages such as All Contacts, Storage, Events, Detailing, and Vendors.
2
Choose All Contacts when you are searching
Click All Contacts (or go to All Contacts) when you need to find one person and you are not sure which group they belong to.Why this matters: All Contacts never hides customers based on their type. It is the safest place for phone lookups and duplicate checks.
3
Choose a type page for daily team work
Click Storage, Detailing, or another type when your role focuses on that group.Expected result: The page title matches the type (for example Storage). Only customers with that Customer Type on their record appear.See Work with customer type lists for a full walkthrough of each Contacts sidebar link.
When to use each view
Search for a customer
1
Open All Contacts
Go to All Contacts, or open the customer-type page your team uses most (for example Storage contacts).
2
Click the Search field
The search field is near the top of the page. It says Search.
3
Type what you know
Type part of the customer’s name, email address, phone number, or company name.
4
Open the customer record
Click anywhere on the customer row (in Table view), or click View Details on the right side of the row.In Card or Board view, click the customer card.Expected result: The list shortens to matching customers only. The customer detail page opens with their name at the top.
Use row actions without opening the full record
In Table view, each customer row includes quick actions on the right side. These save time when you already know what you need to do.
- View Details (or click the row) opens the full customer record.
- Send Invite or Resend Invite sends the portal sign-in email when the customer has an email and has not signed in yet.
- Add to Stripe appears when payment processing is enabled and the customer is not linked yet—see Manage billing on a customer record.
Understand key table columns
In Table view, these columns answer the most common front-desk questions:
Sort the table
Click a column heading to sort—for example Last Name or CRM Stage. Click again to reverse the order. Why this matters: Sorting by stage or account status helps you work down a call list without exporting a spreadsheet.Open the Customer Report
When you need every customer in one exportable table (with monthly recurring totals and payment method status), click Report in the top-right of All Contacts. See Export and use the customer report for export steps and column definitions.Open Filters & settings
The Filters & settings button controls the view, visible columns, and filters.
1
Click Filters & settings
On All Contacts, click Filters & settings near the top of the list.
2
Choose a view
Click Table, Card, or Board.
3
Choose which customers to show
Use Status to show All, Active, Inactive, or Deleted customers.Deleted shows records your team removed. Open one and use Restore when you need to bring them back—see Handle duplicate or merged customer records.
4
Filter by CRM information
Use CRM Stage, Customer Type, or CRM Source when you need a smaller list.For example, you can show only new leads, only storage customers, or only customers from a referral source.
5
Adjust columns if needed
In Table view, click Columns inside Filters & settings. Turn on or off columns such as City, Cars, CRM Stage, or Account Status.Why this matters: A shorter table is easier to read at the front desk. Add columns back when you need billing or portal status at a glance.Expected result: The table updates immediately. Your choices are saved for your user account on this device.
Use Card view for visual browsing
Card view is helpful when your team wants to scan faces, names, and key details without reading a full table row.
1
Open Filters & settings
On the Contacts page, click Filters & settings.
2
Click Card
Click Card. The list changes from rows into a grid of customer cards.
3
Open a customer
Click a card or View Details to open the customer record.Expected result: You land on the same customer detail page as you would from table view.
Use Board view for follow-up work
Board view shows customers grouped by stage. This is helpful when your team wants to move customers through a process, such as new lead, tour scheduled, contract sent, and active storage.
1
Open Filters & settings
Click Filters & settings.
2
Click Board
The list changes into columns grouped by CRM stage.
3
Find the customer card
Use search or scroll through the stage columns until you find the customer.
4
Move the customer when the stage changes
Click and drag the customer card from one column to another (for example from Lead to Customer).Why this matters: The board is a visual pipeline. Moving the card updates the customer’s CRM stage so reports and follow-up lists stay accurate.Expected result: The card appears in the new column. Open the customer record to confirm the stage changed under CRM Information.
Stages depend on your settingsYour team can change CRM stages in Settings -> CRM. If a stage is missing, ask a team admin to review those settings.
Select multiple customers and run bulk actions
When you need to update several customers at once—before a mail merge, contract campaign, or CRM cleanup—you can select rows in Table view and use the Actions menu.1
Switch to Table view
Open Filters & settings and choose Table if you are not already in table view.Why this matters: Row checkboxes and bulk actions only appear in Table view, not in Card or Board view.
2
Select customers
Click the checkbox on the left side of each row you want to include.To select everyone on the current page, use the checkbox in the table header row.Expected result: A number badge appears on the Actions button showing how many customers you selected (for example 3).
3
Open Actions
Click Actions in the top-right area of the list (next to Create New Customer).Expected result: A menu opens with choices such as Change CRM stage and Send contract.
4
Pick the bulk action you need
- Change CRM stage — move every selected customer to the same pipeline stage (for example from Lead to Customer).
- Send contract — start a contract send flow for the selected customers (see Send a contract for signature).
5
Clear the selection when finished
Choose Clear selection from the Actions menu, or click away and refresh the page.Expected result: Checkboxes clear so you do not accidentally run another bulk action on the wrong people.
Use filters without losing customers
Filters are helpful, but they can also hide records if you forget they are turned on.- If a customer is missing, clear the search box first.
- Set Status to All if you are not sure whether the customer is active or inactive.
- Check Deleted only when you are trying to restore a deleted customer.
- If board view looks empty, switch back to Table and remove CRM filters.
