Contacts Homepage

This article will detail how you can use your Contacts Homepage. Your Contact Homepage is where you can interact with all of your Contacts saved within Centerbase. Please note that Clients are a subset of Contacts within Centerbase identified by an Is Client field on your Contact record. 

Searching

• To do a basic search for a contact by name, type your criteria in the Enter Your Search Here box and click search. This search box performs a "contains" search. To see or change the fields being searched by the basic search, see Modifying Item and Global Search Settings – Centerbase. 
• For advanced searches, click on Advanced Search which will display the Query builder. (More information on Building Queries.) 

• You can also choose from a list of saved queries by clicking the Select a Query drop-down. Once you select a query, you can make it your default for everytime you click on the Contact Homepage by clicking Make Default. 

Customizing Grid

You can customize your grid to display the information that's relevant to your practice. To learn more about doing so, please reference Customizing Columns on Record List.

Mass Updating Records

You can update a field on multiple records by using the mass update feature in Centerbase. To learn more about doing so, please reference Mass Updating Records.

Exporting to Excel

You can export your matter listing to Excel, provided you have Export Data permission (See: Export to Excel). To do so, click on the Download to Excel button located in the top right corner of your matter grid. If a download does not begin, make sure you are not blocking downloads in your browser. To download as CSV, select the arrow next to the Download to Excel button and Select Download to CSV. 

Additional resources referenced in this guide:

Building Queries

Running Saved Queries

Mass Updating Records