List of Contacts: This shows the lists of contacts based on any filter. It can be either Person or Company or can be both as well.

Switch between the Views: You can quickly switch between the Person List or Company List or to view both you can select All.

Column Selection: This allows you to view or hide columns based on your requirements. Once you hide some columns, it will show you the number that how many columns are hidden. To update the column list, click on it and toggle the column names to update the view as per your needs.

Filter: Filter the data to your requirements. The filters will be based on the available columns. If you wish to add multiple filters click on + Add Filter option. Once you select the Column, Operator, and Value; the desired filters list will automatically be refreshed and appear. If you want to remove an individual filter, in case multiple filters have been applied, click on the X button next to the filter. Otherwise, to remove all filters in one go, click on the Remove All option.

Density: Update the density of your list by clicking on this. You will have the option to choose between; Compact, Standard & Comfortable.

Group By: Update the view of your list by grouping, Select the Field to group. You can add multiple fields as well by clicking on + Add More option. To update the view as collapsed or expanded, click on Collapse All or Expand All options respectively. If you want to remove an individual Grouping, in case multiple Groupings have been applied, click on the X button next to the Grouping. Otherwise, to remove all Groupings in one go, click on the Remove All option.

Sort: Select the Field Name, select either Ascending or Descending to sort by the available columns. You can add more sorting by clicking on + Add More option. If you want to remove an individual sorting, in case multiple sortings have been applied, click on the X button next to the sorting. Otherwise, to remove all sortings in one go, click on the Remove All option.

Aggregate: This option can be used for all numerical data present on the current page. Such fields will appear for the aggregation. Once you select the Field Name, select the aggregation Type such as Sum, Average, Minimum or Maximum. To add more than one aggregation, click on + Add More option. If you want to remove an individual aggregation, in case multiple aggregations have been applied, click on the X button next to the aggregation. Otherwise, to remove all aggregations in one go, click on the Remove All option.

Export: Click this Export button and then select the Export to CSV option to export all data on the page as a CSV and you will receive the link to download the CSV in your email. However, if you wish to wish to download specifically either the Person or Company data, click on the respective Tab first before clicking on the Export button. You can also manually select your required data by checking the Checkbox before the Contact Name and then, click on Export. Alternatively, use Filter options to further narrow down your result to more suitable and appropriate data before clicking on the Export button.

Show only Clients: Click on this to show actual clients with matters.

Check Duplicates: Click on it to check duplicate contacts to merge or update them properly.

New Person: Click on this to Add a New Person as a contact.

New Company: Click on this to Add a New Company as a contact.

Contact Name Section: You will see the name of the contact either person or company. Along with that, you will also notice the Edit Icon to edit the details of the contact and the Delete (Trash Icon) to delete the contact when required.

Contact Info: This is the landing page when you open a contact from the contact list. It provides you with the following details.

Calendar: This summarizes all events related to the particular contact.

Interactions: It displays all your interactions with the client including Emails, Text Messages, Secure Messages, and Phone Logs. You can click on the + Compose button to Send New Emails, Send Secure Messages, Log Phone Calls, etc. You can also quickly Filter between Emails, Text Messages, Secure Messages & Phone Logs just by switching between tabs. Further, you can navigate through the Starred Interactions, Archived Interactions, Unassigned Interactions, and Team Inboxes through the left side menu. With the Team Inboxes option, you can look for the Inbox of a particular team user by selecting the Checkbox next to the Team Member Name. If the team member list is big, you can also use the Search Box to quickly search and select the relevant user. Note that all your communications irrespective of the type, you can sort by Latest or Oldest and filter the interaction by Date or Date Range. The Interaction tab also gives you the ability to quickly search and look for relevant interactions by using the Search Bar on the top right of the interface.

Invoices: This tab provides a detailed list of invoices for the client including the status, amount, ability to view & edit, etc. Note that this tab is a list of all the invoices irrespective of matters.

Transactions: This tab provides you with a list of all transactions for the client. While it doesn't list all transactions on a single page, it posts all transactions related to a particular account on a page. You need to filter the transactions by the desired account. Click on the Deposit button to deposit an amount for the client and click on the Withdraw button to withdraw an amount.