Contact Management Dashboard
The Contact List Screen is the main command center for managing all saved entities in your system. It provides a high-level view of your Customers, Suppliers, and Candidates, allowing for rapid search and advanced filtering.
Dashboard Categories
Customer
Track business clients and relationship history
Supplier
Manage vendors and service providers
Candidate
Centralize job applicants and recruitment data
Search & Filter Tools
Instant Search
The global search bar at the top provides real-time results as you type. You can search by Name, Email, Business, or any primary contact detail.
Category Tabs
Tabs across the dashboard allow you to pivot between "All" contacts or specific categories (Customer, Supplier, Candidate) with a single click.
Data Grid Intelligence
The dashboard displays critical metrics directly in the list view, reducing the need to open every contact file.
| Column | Description | Core Value |
|---|---|---|
| Contact | Name and primary identification profile | IDENTITY |
| Type | Customer, Supplier, or Candidate tagging | LOGIC |
| Total Tasks | Aggregate count of all linked work items | VOLUME |
| Total Files | Storage count for contracts/attachments | STORAGE |
| Due Tasks | Overdue or upcoming task priority | URGENCY |
Quick Actions
Add Contact
Located at the top right, initiates the new contact setup wizard.
Bulk Export
Download filtered results to CSV or Excel for external reporting.