Navigating contact list
Category: Contacts
Navigating the Contact List
This guide explains how to use the contact list view in OneClickWorker to find and interact with your professional contacts.
Accessing the Contact List
- Log in to your OneClickWorker account at https://app.oneclickworker.com/
- Navigate to the Contacts section from the main navigation menu
- The contact list view will be displayed by default
Understanding the Contact List
The contact list displays all your contacts in a table format with the following columns:
- Name: The contact's full name (first and last name)
- Role: The contact's job title or role at their company
- Company: The company the contact is associated with (if any)
- Actions: Links to view contact details or send an email
Finding a Contact
The contacts are displayed in a table format. To find a specific contact:
- Scroll through the list to locate the contact you're looking for
- Look for the contact's name, role, or company information in the respective columns
Viewing Contact Details
To view detailed information about a contact:
- Find the contact in the list
- Click the "View" link in the Actions column
- You will be redirected to the contact details page where you can view and edit all information
Contacting a Contact
To send an email to a contact directly from the platform:
- Find the contact in the list
- Click the envelope icon in the Actions column
- You will be redirected to the inbox page with the contact's email pre-filled
- Compose your email and send it
Adding a New Contact
To add a new contact to the system:
- Click the "Add New Contact" button in the top right corner of the contact list
- You will be redirected to the contact creation form
- Follow the steps in the Adding a New Contact guide
Contact Information Displayed
The contact list provides a quick overview of essential contact information:
- Name: The contact's full name, displayed as "First Name Last Name"
- Role: The contact's job title or position at their company
- Company: The name of the company the contact is associated with, or "No Company" if not associated with any company
Next Steps
After navigating the contact list, you may want to: