Toolbox Contacts

The Toolbox Contacts tab gives quick access to all your contacts. Search on All, Clients, Resources, Resources & Clients, Globals, Privates by clicking on the selector bar.  Use the search field to enter a key word for searching. It searches throughout the standard and Custom Fields.

Menu Options

• Summary: Generates a contact summary in HTML format from the displayed search result. 
• New Contact: Create a new Contact.
• New Contact From: Create a new Contact from the highlighted Contact.
• Delete Contact: Will delete the Contact. Can only be removed one by one. You can bulk delete multiple Contacts from the Contacts Search
• Show Inactive: When ticket, it shows Contacts that art "Inactive"
• New Project From: Creates a new Project for the selected Client Contact and fills in the Contact data.

Tip: To select various rows at once, click on one row, hold the CTRL-key (or cmd) and select further rows. To select more than one row, click on the first one, hold the SHIFT-key and click on the last row that should be select. Automatically the rows in between get also selected. Or use CTRL+A (cmd+A) to select all displayed Contacts.

Note:  Make sure that the "Type" selector ["All" in screenshot below] is set to Clients when searching for a Client or set the selector bar to All so the search is without limitations. Also check the Maximum Hits When Searching in the Toolbox > Settings tab > Miscellaneous before searching. If it is set to a limit of 100 Contacts and Enter-key is hit without any search criteria, some Contacts will not show up.