The Contact Search Page is a powerful tool for managing your database. Use saved views with customizable columns to quickly organize contacts, check off tasks, update ratings or categories, and assign contact owners—all without opening each record. In this article, we’ll walk through everything the Contact Search Page has to offer to help you stay organized and efficient.

TABLE OF CONTENTS

Accessing the Contact Search Page

You’ll find the new Contact page in the left-hand navigation menu. This opens a dashboard-style view of all your contacts with customizable search tabs at the top and a grid layout of your contact data below.




Direct Link: https://www.aframeonline.com/afs/app/r/search-contacts

Creating & Managing Views

At the top of the page, you’ll see a set of tabs—these are your custom views. These are great for those commonly searched contact criteria.


Create New Views

To create a new view in AFrame, start from the All (default) view or any existing view, then click the + icon in the top right corner. A pop-up will appear where you can name your new view and add a description. Once created, you can customize and save it using filters and column settings (explained below).




Saving Views

After applying filters or customizing your view, be sure to save it to retain those changes. A * next to the view name indicates there are unsaved changes—click the Save icon to update the view with your latest settings.




Managing Existing Views

To manage your existing views, click the Manage Views button. From there, you can edit the name/description, duplicate a view, delete views, reorder them, and enable team access to share a view with standard users in your account.




Sharing Views

To access shared views, click the “Manage Views” button and switch to the Shared Views tab. Here you’ll find predefined views shared by AFrame and any views shared by other standard users in your account. You can click create view to make your own editable copy in your profile.




Customizing Views

Once you’ve created or opened a view, you can customize it to fit your workflow by applying filters and adjusting which columns are displayed.


Filters

The Filters panel lets you narrow down your contacts using a wide range of options. You can:

  • Filter by category, creation date, owners, pending items, and more

  • Use dynamic date filters for date ranges like “within 5 days from today” or “next month”

  • Combine multiple filters at once to create advanced, targeted views




Customize Columns

In addition to filters, you can customize which columns are visible within your views to better organize and prioritize your transaction data:

  • Add, remove, and reorder columns to suit your workflow

  • Set primary (orange carrot) and secondary (gray carrot) sort order for how rows are displayed

  • Include your custom fields as visible columns for more personalized tracking



Reminder: If you make any changes to your view, be sure to save them. An Asterisk (*) next to the view name indicates there are unsaved changes.


Other Features

Actionable Drawers

The actionable drawers let you manage contact tasks directly from the contact search page—no need to open each contact. Just click the icons in the respective column to open the drawer. If the items list is too long, use the filter icon at the top of the drawer to narrow down what’s shown.

  • Tasks: Complete and manage tasks; counts indicate due today (orange) and overdue (red)




Note: After making changes in the action drawers, click the view's title to refresh the data and update the column counts.



Edit Menu

The Edit menu enables you to take action on multiple selected contacts at one time.

  • Add/Remove Categories
  • Change Relationship Rating
  • Add/Remove Owners
  • Add Contact Note
  • Merge Contacts - can only merge 2 contacts at once
  • Delete Contacts




Connect Menu

The Connect menu enables you to take action on multiple contacts simultaneously. 

  • Send Batch Emails
  • Prospect Contacts



Related Articles: How to Send Batch Emails (SendGrid), Prospecting



Export Menu

The Export menu enables you to download and generate content for multiple contacts at once.

  • Export To .CSV (spreadsheet)
  • Letter Merge (combined PDF with selected email/letter template for each contact)



Related Articles: Export Contacts to .CSV



Reports Menu

The Reports menu lets you quickly gather insights from multiple contacts at one time.



Related Articles: Reports