Master data > Contacts > Overview tab
The Overview tab shows all your imported or created customer, supplier and employee contact master data.
It offers the following options:
Searching for specific contact master data
Filtering your contact master data
Changing/deleting your contact master data
Displaying a short overview of the contact master data
Searching for specific contact master data
To search for a specific term in all table columns:
- Enter your search term into the Search field on the top right above the table. You can also add parts of the search term.
The table shows all customer and supplier records containing the search term.
To filter the information per column:
- Enter the search term into the table filter right under the relevant table header. You can also add parts of the search term.
Filtering your contact master data
In addition to the search option you have a filter function at your disposal. You can find the filter function next to the Search field. Click on the following icon:
To use the filter:
- Open the filter in the Overview tab.
- Define your search criteria using the available fields. You can define one or more search criteria.
- Click Apply filter.
The table shows the master data that match your filter criteria.
Above the filter criteria you will see an info that filter criteria are active:
Warning, filters are active!
The filter remains active until you reset it.
To reset the filter:
- Click Reset all to reset the filter.
The hint is removed and the overview shows all contact records again.
Changing/deleting your contact master data
Using the Menu column on the right you can maintain and delete your customer, supplier and employee master data.
- Click the pen icon to edit a customer, supplier or employee record.
- Click the cross to delete a customer, supplier or employee record.
- Click the label icon to add a label to a customer, supplier or employee record.
More info about labels and how to create them can be found in the Labels article.
Sorting the address overview
You can sort your overview by column content. For this purpose you can find an upward and downward pointing arrow next to the table headers. If you click one of these arrows, the table will be sorted alphabetically or numerically upwards or downwards.
Displaying a short overview of the contact master data
You can display a short overview of your contact master data in the main overview.
To display a short info of your contact master data:
- Click the downward pointing arrow on the left of the table for the customer master data you want to display the short info for.
The short info contains the following information:
- Address/contact
- Terms of payment
- Bank details
- Delivery addresses
- Contact person
- Roles/groups
- CRM
You can collapse the short info by clicking the upwards pointing arrow on the left.