Customize Columns, Use Filters and Create SmartViews in Contacts (Teams)

In the team Command contact database, all team members are able to customize how they see their contacts based on the task at hand. All team members can choose how their columns show up and in which order. All team members also have a comprehensive filters that they can use to find the contacts they need at the right time. There are also some filters that are only available for certain team members, which will be explained. When a team member finds a set of filters and a column setup that they will use often it can be saved as a SmartView for easy access later.

• Click here to learn how to add a lead/contact to the team Command database.

To learn how to customize columns, use filters, and create SmartViews, follow the steps below:

Access

1. Log in to https://agent.kw.com with your KW login credentials.

2. Click your name, at the top right of the page, and ensure that your team is selected, not your personal account.

3. Click on the Contacts icon, , on the left side of the page.

Customize Columns

1. Click Customize Columns at the top of the page.

2. Select which columns you want displayed and click Apply. You may also change the column order in that same window. One you click Apply, this will save the customized column selections for the current Smartview you are viewing.  You can also drag the boundary of the columns to adjust their width.

Filters

1. When looking at contacts, click Filters besides the search bar.

2. When the filters fly-out menu appears, select the filters from the drop-down list. To remove filters, click on each to remove them individually or click Clear All at the bottom of the fly-out menu.

3. Click Apply when done.

• Standard permissions - For team members with a Standard permission level, the "Assignee" filter will have "I'm the primary" and "I'm the collaborator" as the two options available. The "Branded to me filter" will have "Yes" or "No" options.
  
  
• Enhanced/Unlimited permissions - For team members with either an Enhanced or Unlimited permission level, the "Assignee" filter will also include the "I'm the primary" and "I'm the collaborator" options as well as a list of all agents on the team. When other agents are selected, all contacts will display in which they are assigned - both as a primary and collaborator. The "Branded to me" filter will show a list of agent names. The results will return all contacts of the selected agent that has an agent association marker.

Create SmartViews

Once you have a column and filters setup that you know you will use on a regular basis, you can save this as a SmartView. This allow quick access to that set of filters without having to reset them each time:

1. Click the SmartViews drop-down and choose Create SmartView.

2. Name your SmartView, check the Set As Default SmartView checkbox, only if you want this to be the view that shows up by default every time you access your contacts, then click Save SmartView.

Now that this SmartView is saved, you can access it easily by clicking the SmartViews drop-down, at the top of your contact list, and choose it from the drop-down list.

Edit SmartViews

Once you have made any changes to the current SmartView you are using, you will see a new button show up next to the SmartView drop-down. Click Save SmartView Changes.

You can also click the SmartViews drop-down and click Manage SmartViews.

From here, you can select your default SmartView, edit the name of any SmartView, or delete any of the SmartViews in the list.