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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

  1. Log in to your OneClickWorker account at https://app.oneclickworker.com/
  2. Navigate to the Contacts section from the main navigation menu
  3. 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:

  1. Scroll through the list to locate the contact you're looking for
  2. Look for the contact's name, role, or company information in the respective columns

Viewing Contact Details

To view detailed information about a contact:

  1. Find the contact in the list
  2. Click the "View" link in the Actions column
  3. 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:

  1. Find the contact in the list
  2. Click the envelope icon in the Actions column
  3. You will be redirected to the inbox page with the contact's email pre-filled
  4. Compose your email and send it

Adding a New Contact

To add a new contact to the system:

  1. Click the "Add New Contact" button in the top right corner of the contact list
  2. You will be redirected to the contact creation form
  3. 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: