Contact list and search
Every client-side contact at a glance — name, company, last contacted — with 16 built-in filters (23 with the CRM module), a search by name, email or phone, a sort by last activity, one bulk action and a 14-field export.
Total next to the title
Right next to the page title, a number tells you how many contacts the list on screen holds — for example Contacts · 312. Hover over it to see the Total: 312 tooltip. Right after it, the small ⟳ button (Refresh the list) reloads the list. The total follows the list: it changes with the filter drawer and the search bar.
The four counters that sat above the toolbar (Total, Last 365 days, Last 30 days, Last 7 days) have been removed.
Toolbar
From left to right: Search · Filters · Sort (the button names the current order) · Bulk Import · Export · Add contacts (with permission to create contacts). On a narrow window, the right-hand group moves to a second line.
- Search — its placeholder reads Search by name, email, phone…. Full-text across the contact’s name, email, alternate email, phone and mobile, plus the text of their comments, emails and files. The search matches whole words: for a number, type a digit group as it appears on the profile (555-0199 or 0199 find (514) 555-0199); for an email, type the full address.
No page-level toggles on the Contacts list.
Filters specific to Contacts
The filter drawer exposes 16 built-in filters — 23 with the CRM module (contact Nextal to enable it). Contacts have no custom-property filters.
Name, Email, Phone, Position (text)
Operators: equals / contains / do not contains / has no value / has a value. Contains ignores case, so a domain finds every contact at a company (Email contains @acme.com) and a digit group finds a phone number. Has no value on Email or Phone lists the contacts whose details are still to be filled in.
Company (select-multi)
The clients the contact is attached to. Operators: has one of / has all / has none of / has no value / has a value. Has one of two clients lists everyone who works for either; has no value lists the contacts attached to no client.
Status (select)
Operators: is / is not Active, Inactive or No longer with the company — the status chip of the contact profile. Status is not No longer with the company is the quickest way to keep only the people you can still reach.
Role, Department, Preferred language, Preferred channel (select)
Operators: is / is not.
- Role — the contact’s role when they also use Nextal.
- Department — your organisation’s departments.
- Preferred language — the languages of your organisation.
- Preferred channel — Email, Phone Call or Text Message.
Contact manager, Created by (select)
Operators: is / is not. Both lists offer the users of your organisation. Contact manager is the teammate shown in the profile header; Created by is whoever created the contact (a bulk import credits the person who ran it).
Platform user (select)
Operators: is / is not Yes or No — whether the contact also has access to Nextal.
Tags (select-multi)
Contact tags (sourced from the client tag list), with the five multi-select operators.
Creation Date, Last Update Date (date)
Operators: equals / before / after / between / has no value / has a value.
Filters available with the CRM module
The following filters appear only when the CRM module is enabled on your account (contact Nextal to enable it).
- Priority (select) — is / is not Low, Medium or High.
- Mobile, Source, Referred by (text) — the five text operators.
- City, Province (select) — is / is not. The options are the cities and provinces of the addresses already on your contacts — a city with no contact never appears.
- Last activity (date) — the date of the latest comment, task, interview or status change on the contact (emails do not count). Before [a date] is the “no activity since” question: Last activity before [3 months ago] lists the contacts nobody has followed up with in a quarter; has no value lists the ones that never had any activity.
Sort keys
- Name.
- Creation Date — default, DESC.
- Last activity — the date shown in the Last Contacted column. DESC puts the most recently followed-up contacts first; ASC brings the forgotten ones to the top.
- Relevance — only when a text search is active.
Columns
The Contacts list shows these columns:
- Checkbox — if you have edit access to contacts.
- Name — first + last name + avatar, with the contact’s position below; link to the contact’s profile.
- Company — the client account the contact belongs to (the first one when there are several; the profile lists them all).
- Last Contacted — the contact’s last activity: the date of the latest comment, task, interview or status change. Emails do not count. A dash means no activity yet.
- Creation Date.
Opening a contact from the list
Click anywhere on a row to open the contact’s profile — that is where you edit it. Ctrl + click (⌘ + click on a Mac) or middle-click the name to open it in a new tab. The checkbox and the company link keep their own action.
Rows have no 3-dot menu and no Action column. Without read access to contacts, rows do not open.
Bulk actions
When at least one row is ticked, the selection bar replaces the toolbar. It shows how many contacts are ticked (2 contacts selected), Clear, which unticks every row, then one action:
- Add tag (tag icon) — opens a tag picker; the chosen tags are appended to every selected contact, and their existing tags are kept. If some contacts could not be updated, a message says so: Some tags could not be added. Refresh the list and try again.
No bulk Email, no bulk Share, no bulk Delete, no bulk status change — to change a contact’s status, use the status chip on the contact profile.
Export
Where. Right of the toolbar.
Output. XLSX file. Capped at 1000 contacts.
The 14 exportable fields
On by default (8): First name, Last name, Phone Number, Position, Email, Preferred Language, Communication Channel, Creation Date.
Off by default (6): Last Update Date, LinkedIn, Facebook, Twitter, Website, Tags.
Tips
- Last activity is the cold-list signal. Sort by Last activity ASC, or filter on Last activity before [3 months ago] (CRM module), to find the contacts nobody has followed up with. Log your calls and meetings as comments so they count.
- Leave out the people who left. Add Status is not No longer with the company and save the filter as a favourite.
- Per-client view. Use the Company filter to scope the list to one or several accounts — useful for relationship reviews.