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.
- 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.
- 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.
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. 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: