Contact Views & Organization
SkunkCRM provides multiple ways to view and organize your contacts, from traditional list views to visual Kanban boards. Advanced filtering, tagging, and segmentation tools help you find the right contacts at the right time.
Contact List View
Comprehensive contact list with advanced filtering and bulk actions
The contact list view provides a spreadsheet-like interface for managing large numbers of contacts efficiently. It's perfect for data entry, bulk operations, and detailed contact analysis.
List Features
Column Management:
- Sortable Columns - Click headers to sort by any field
- Custom Columns - Show/hide columns based on your needs
- Resizable Columns - Adjust column widths for optimal viewing
- Column Reordering - Drag columns to your preferred order
- Sticky Headers - Column headers stay visible while scrolling
Data Display:
- Pagination - Handle large contact lists efficiently
- Records Per Page - Choose how many contacts to display
- Quick Preview - Hover over contacts for instant information
- Status Indicators - Visual status badges and colors
- Last Activity - See recent contact interactions at a glance
Advanced Filtering
Powerful filtering system to find exactly the contacts you need
Filter Categories:
- Contact Status - Filter by lead, prospect, customer, etc.
- Assigned User - Show contacts assigned to specific team members
- Date Ranges - Created date, last activity, specific timeframes
- Tags - Filter by single or multiple tags
- Custom Fields - Filter by industry, company size, budget, etc.
- Lead Source - Website, referral, social media, advertising
- Geographic - Country, state, city, postal code
Filter Operations:
- Multiple Filters - Combine multiple criteria for precise results
- Save Filters - Save frequently used filter combinations
- Quick Filters - One-click access to common filter sets
- Filter History - Return to previously used filters
- Export Filtered - Export only the contacts that match your criteria
Bulk Actions
Efficiently update multiple contacts at once
Available Bulk Actions:
- Status Updates - Change status for multiple contacts
- Tag Management - Add or remove tags from selected contacts
- Assignment - Assign contacts to team members
- Export - Export selected contacts to CSV
- Delete - Remove multiple contacts (with confirmation)
- Email Send - Send bulk emails to selected contacts
- Task Creation - Create tasks for multiple contacts
Bulk Action Benefits:
- Time Savings - Update hundreds of contacts in seconds
- Consistency - Ensure uniform data across contact records
- Campaign Management - Quickly segment contacts for campaigns
- Data Cleanup - Efficiently clean up contact database
Kanban Board View
Visual pipeline management with drag-and-drop contact cards
The Kanban board provides a visual representation of your contact pipeline, making it easy to see contact distribution across statuses and manage your sales process visually.
Kanban Features
Visual Pipeline:
- Status Columns - Each column represents a contact status
- Contact Cards - Visual cards showing key contact information
- Drag & Drop - Move contacts between statuses visually
- Card Counts - See how many contacts are in each status
- Progress Indicators - Visual representation of pipeline health
Card Customization:
- Card Fields - Choose which information appears on cards
- Color Coding - Assign colors based on priority, source, or custom criteria
- Card Size - Adjust card size for optimal viewing
- Quick Actions - Add notes, create tasks, send emails directly from cards
- Card Preview - Detailed information on hover or click
Kanban Workflows
Streamlined workflows with visual contact management
Status Management:
- Custom Statuses - Create statuses that match your sales process
- Status Rules - Define which statuses contacts can move between
- Automatic Transitions - Rules-based status changes
- Status Notifications - Alert team members when contacts change status
Team Collaboration:
- Assignment Visibility - See who owns each contact at a glance
- Activity Indicators - Show recent activity on contact cards
- Team Workload - Visual representation of team member workload
- Collaboration Tools - Add notes and comments directly on cards
Search & Discovery
Global Search
Powerful search across all contact fields and data
Search Capabilities:
- Full-text Search - Search across all contact fields
- Fuzzy Matching - Find contacts even with slight spelling errors
- Search History - Return to previous searches quickly
- Search Suggestions - Auto-complete based on your contact data
- Advanced Search - Complex queries with multiple criteria
Searchable Fields:
- Basic Information - Name, email, phone, company
- Custom Fields - All custom contact fields
- Notes & Comments - Team member notes and observations
- Activity Data - Email content, call logs, meeting notes
- Tags - All applied tags and categories
Smart Segments
Dynamic contact groups that automatically update based on criteria
Segment Types:
- Static Segments - Manually curated contact lists
- Dynamic Segments - Automatically updated based on rules
- Behavioral Segments - Based on contact actions and engagement
- Demographic Segments - Based on company size, industry, location
- Lifecycle Segments - Based on customer journey stage
Segment Uses:
- Email Campaigns - Target specific groups with relevant messaging
- Sales Focus - Prioritize outreach to high-value segments
- Reporting - Analyze performance by contact segment
- Automation - Trigger different workflows for different segments
Tagging & Categorization
Contact Tags
Flexible tagging system for contact organization and segmentation
Tag Features:
- Unlimited Tags - Add as many tags as needed per contact
- Color Coding - Assign colors to tags for visual organization
- Tag Hierarchies - Create parent-child tag relationships
- Bulk Tagging - Apply tags to multiple contacts at once
- Tag Analytics - See which tags are most commonly used
Common Tag Categories:
- Industry Tags - Healthcare, Technology, Finance, Manufacturing
- Interest Tags - Product interests, feature requirements
- Engagement Tags - High engagement, newsletter subscriber, event attendee
- Source Tags - Website, referral, social media, paid ads
- Priority Tags - Lead, VIP customer, high value
- Stage Tags - Evaluation, decision-making, implementation
Tag Management
Centralized tag management and organization
Management Features:
- Tag Library - Centralized view of all available tags
- Usage Statistics - See how often each tag is used
- Tag Merging - Combine similar or duplicate tags
- Tag Cleanup - Remove unused or outdated tags
- Team Standards - Establish consistent tagging practices
Reporting & Analytics
Contact Analytics
Comprehensive analytics and insights about your contact database
Key Metrics:
- Total Contacts - Overall contact database size
- Growth Rate - New contacts added over time
- Status Distribution - How contacts are spread across statuses
- Source Analysis - Which sources generate the most contacts
- Team Performance - Contact management by team member
- Engagement Metrics - Contact interaction and response rates
Visual Reports:
- Growth Charts - Contact acquisition over time
- Pipeline Distribution - Visual representation of contact statuses
- Source Performance - Which marketing channels are most effective
- Geographic Distribution - Where your contacts are located
- Engagement Trends - Contact interaction patterns over time
Export & Reporting
Flexible export options for reporting and analysis
Export Formats:
- CSV - Compatible with Excel and other spreadsheet programs
- Excel - Native Excel format with formatting
- PDF - Printable reports for presentations
- JSON - For technical integrations and custom analysis
Export Options:
- Full Export - All contacts and all fields
- Filtered Export - Only contacts matching specific criteria
- Custom Fields - Choose which fields to include
- Date Ranges - Export contacts from specific time periods
- Scheduled Exports - Automatic regular exports
Team Collaboration
Contact Assignment
Efficiently manage contact ownership and team collaboration
Assignment Features:
- Primary Owner - Main point of contact responsibility
- Secondary Contacts - Additional team members involved
- Assignment Rules - Automatic assignment based on criteria
- Workload Balancing - Distribute contacts evenly across team
- Assignment History - Track contact ownership changes
Collaboration Tools:
- Shared Notes - Team-wide notes visible to all members
- Activity Sharing - See all team member interactions
- Handoff Processes - Smooth transitions between team members
- Permission Controls - Role-based access to contact information
Performance Tracking
Monitor team member performance and contact management effectiveness
Performance Metrics:
- Contact Volume - Number of contacts managed per team member
- Response Times - How quickly team members follow up
- Conversion Rates - Success at moving contacts through pipeline
- Activity Levels - Engagement and interaction frequency
- Goal Tracking - Progress toward individual and team goals
Best Practices
View Organization
- Use Multiple Views - Different views for different tasks
- Save Filters - Create saved filters for frequently used criteria
- Customize Columns - Show only relevant information in list view
- Regular Cleanup - Remove outdated tags and segments
- Team Standards - Establish consistent organization practices
Effective Filtering
- Combine Criteria - Use multiple filters for precise results
- Date-based Filtering - Regularly review contacts by activity date
- Status-based Organization - Keep pipeline statuses current
- Source Tracking - Regularly analyze lead sources
- Performance Monitoring - Filter by team member for performance review
Tagging Strategy
- Consistent Naming - Establish tag naming conventions
- Limited Tag Count - Don't over-complicate with too many tags
- Regular Review - Clean up unused or duplicate tags
- Team Training - Ensure everyone understands tagging system
- Documentation - Document tag meanings and usage guidelines
Troubleshooting
Common Issues
Filters not working correctly:
- Clear browser cache and refresh page
- Check filter logic and combinations
- Verify user permissions for filtered data
- Review date format requirements
Kanban board not updating:
- Check for JavaScript errors in browser console
- Verify drag-and-drop permissions
- Ensure stable internet connection
- Review status transition rules
Search results incomplete:
- Check search terms for typos
- Verify user permissions for contacts
- Review search filters and criteria
- Ensure database search index is current
Performance Optimization
Large contact lists loading slowly:
- Use pagination with smaller page sizes
- Apply filters to reduce displayed contacts
- Clear unnecessary browser cache
- Consider upgrading hosting resources
Export timeouts:
- Export smaller batches of contacts
- Use filtered exports instead of full database
- Schedule exports during low-traffic periods
- Contact hosting provider about timeout limits
Next Steps
Once you've mastered contact views and organization: