Contacts List

The Contacts List page shows all contacts for the selected business and provides search, filtering and bulk management tools. Use the toolbar to pick a business, search by code or name, filter visible rows and perform bulk actions such as archive or reactivate.

What you can do on this page

• 1. Select the target business using the Business dropdown to load its contacts.
• 2. Search instantly by contact code or contact name using the search box at the top; press Enter or click Search.
• 3. Use the Show dropdown to switch between All, Active or Archived contacts.
• 4. Perform bulk operations via the Actions dropdown (Archive Selected, Active Selected, Tag Selected).
• 5. Select individual rows with the checkboxes or use the header checkbox to toggle all visible rows.
• 6. Click View on any row to open the contact details page for that contact.

Page layout

• Toolbar — search field, business selector and quick actions. The search field receives focus on load and supports Enter to submit.
• Contacts grid — paged and sortable table that displays CODE, Tag, Contact Name, Type, Created date and Status.
• Selection column — checkboxes for bulk selection; header checkbox toggles all row checkboxes on the current page.
• Row actions — View link opens the contact record page; additional actions are available from the Actions dropdown.

Typical flow

1. Choose the business from the Business dropdown to load contacts for that organisation.
2. Optionally enter a contact code or partial/full name in the search box and press Enter or click Search.
3. Use Show to filter active or archived contacts.
4. Select rows (or use the header checkbox) and pick an action from the Actions dropdown to apply the operation to selected rows.
5. Click View on any contact row to open the full contact details page.

Selection & bulk behaviour

• 1. Header checkbox toggles only the visible row checkboxes on the current page.
• 2. Selected rows are visually highlighted to avoid accidental changes.
• 3. Bulk actions are applied to the selected set — the page sends the request immediately (no separate Save button).

Paging, sorting and archived rows

• 1. The grid supports paging; use the pager to move between pages.
• 2. Click column headers to sort the grid by that column.
• 3. Archived rows are styled differently (greyed) so they remain identifiable even when shown.

UI feedback and controls

• Error panel — top-of-page panel shows validation and server errors.
• Toast — short-lived confirmations appear briefly when operations succeed.
• Selected-row style — selected rows receive a light-blue background for clarity.

Troubleshooting

• 1. If search does not return results, verify the selected business and try a broader search term (partial name).
• 2. If bulk actions appear not to persist, ensure you have appropriate permissions and that you applied the action to rows on the current page.
• 3. If checkboxes fail to toggle, check for client-side script errors in the browser console (the page uses small helper scripts for selection highlighting).
• 4. If a contact appears missing, confirm whether the Show filter is set to Archived or Active and adjust accordingly.

Accessibility & keyboard

• 1. The search field receives focus on page load for fast keyboard-driven searches.
• 2. Press Enter in the search box to trigger the search action.

Notes

• Actions on the grid operate on the server; changes may be reflected immediately or after users next sign in depending on the operation.
• When working with large data sets, use filtering and paging to reduce the number of selected rows per operation.