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Customize Your Contacts Dashboard

There are two standardized saved views that might interest you - a list of your A&D contacts and a list of your client contacts (as determined by what you filled in on the 'Contact Role in Projects' field on the contact record).

  1. Click CRM > Contacts from the main menu.

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  2. To access these standard views, click +Add View.

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  3. Click My A&D contacts or My client contacts under the Admin Promoted column.

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  4. The chosen saved view tab will now appear on your contacts dashboard.

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