Contact List

WebWorkstationMobile

The contact list is the main Customers & Contacts screen. Use it to find contact records, open profiles, and create new contacts.

Permission Required

You need ZynoCRM access to view contacts. Creating contacts requires ZynoCRM create access.

Open Customers & Contacts

Open Customers & Contacts from the launcher or Quick Action Bar.

The list shows All contacts by default. Current saved views are limited to this built-in view; custom saved views are not available in the current interface.

Use the contact list to search, filter, open profiles, and create contact records.

What The List Shows

Depending on your organization's ZynoCRM settings, the table is organized around either people or companies.

CRM setup	Main columns
Person-first CRM	Name, optional Company, Stage, Email, Phone
Company-first CRM	Company, Primary Contact, Stage, Email, Phone

The Stage column currently shows Customer for ZynoCRM records. If a contact has alert notes, an alert indicator appears next to the name.

Main Actions

• Use Search to find a contact by name, company, email, phone, birthdate, or zyno.id Tag #.
• Select Advanced to open field-specific filters.
• Select a row to open the contact's profile.
• Select Create contact to add a new record.
• On ZynoWorkstation, use Scan zyno.id Tag # to look up a contact by scanned tag.

The Total contacts count shows how many matching contacts are currently loaded. When more results are available, the count can appear with a plus sign.

Empty List

If the list shows No contacts, add your first contact with Create contact or import contacts through your organization's supported data process.

Related

• Creating Contacts
• Searching
• Profile Overview
• CRM Settings