Contacts - Main View

The Contacts Main View is essentially your CRM within Patch.

This module allows you to view all of your Contacts/Customers. The columns correlate to the data fields within your account and their stored values. 

From this main view, you can search for a specific contact, find duplicates, merge profiles, delete, export, create segmented lists, and manage individual contact profiles.

To use the features of Find Duplicates, Merge Profiles, Delete, and Export you need to click the checkbox at the top of the contact data table on the far left. The first click will select all of the Contacts on that page. To select all contacts in the database click the new checkbox that appeared to the right of the first one. Then click the multi-people icon directly above the checkboxes. In the drop-down, you will see the options for Find Duplicates, Merge Profiles, Delete, and Export. 

To view/edit/manage an individual Contact you will click the person icon located in the far left columns of the row of the contact. This will open a new window with all of the Contacts information, including data field values, overview metrics, activity, loyalty, orders, offers, discount codes, automations, and waivers (if applicable). You can also send an SMS message directly from the Contact - Activity tab if they are opted in to receive SMS messages. 

To create a new Contact manually you will need to click the purple plus button in the bottom right-hand corner. 

To create a new Customer List (Saved Filter), delete a list (filter), or edit an existing Customer List (saved filter) you will click the filter icon in the top right corner of the view. A small window will appear, you can scroll through the existing lists and edit using the pencil icon or use the ADD button to create a new list.

Change the Field columns displayed in the Contacts table

In the example below the fields 'First Name', 'Last Name', 'Phone Number', and 'Email Address' fields appear already appear on the Main View table. 

To add/remove the data fields displayed we need to select the Field View icon.




This is how you can add or remove fields, such as 'Birthday', or 'Member' to quickly sort information.

You can save a view and/or set it as the Default View so you won't have to configure the same layout each time.

Once you click on the ‘Column View icon’ there are two things you can adjust:
‘Saved Views’, and ‘Select Additional Fields’

Let’s start with ‘Select Additional Fields’.

On the right half, you can search for any field that is in your account.

When you find the field you want to add, select the checkbox to add the field.

On the left side are selected fields that will show a checkmarked checkbox.

Once selected, the field will move positions from being unchecked on the right side to appear on the left side with a checkmarked box.

• If you want to rearrange the order of this list of information, click on the 3 horizontal lines icon and drag it to the new position!
  
  
• If you Uncheck the box, it will be removed from the list on the left side and put back into the list on the right-hand side.
  
  
• The fields on this are listed in the order they appear. Once changes are made you can save this View.
  
  
• So now let’s look at how to save this view.
  
  
  • Once you have decided on the Selected Fields, you can then Save this View by clicking on the floppy disk icon to ‘Save This Field Set’.
    
    
    
    
  • In the next pop-up window, you can leave the first option as is, ‘Save as new’ but then enter a name for the ‘Field Set Name’ to create and name this new View.
    
    
  • You have the option to set this as the default view. This is how you can create a new View in ‘Saved Views’
    
    
    
    
  • If you want to rename a view, select the view and then basically save over the existing view with a new/different name.
    
    
    
    
  • So select the ‘Save as…’ field to be the original name, and then change the name by typing what you want it to be into the FieldSet Name. When clicking save it will update to the new name.
    
    
    
    
  • Once saved it will appear selectable from the drop-down list as the new name.
    
    
    
    
• If you want to delete a view, simply select the view you wish to delete and select the trash can.
  
  
  
  
• As a failsafe, it will ask you if you are sure you want to delete this and require the user to type in the word “DELETE”.
  
  
  

How to view more Contacts:

In the Contacts Module, you can adjust how many contacts are displayed at one time.

If you take a look in the lower right-hand corner of the window in Contacts and click on the amount of ‘Rows per page’ showing, it will give 4 amounts/options to select for your contacts to be displayed.

By default, it will show 25 rows/results per page.

Also, if you hover the cursor over the page numbers, it will display the total amount of contacts.

If you click on the page numbers, you can jump to a specific page!