Content Comparison

The Insight: Projects page Contacts page lists both the projects contacts that are a match associated with your CRM search and the projects that you have imported into your Salesforce the companies in your account. You can use the features on the Insight: Projects page Contacts page to filter and sort the project contact list, search for specific terms in projects contacts and view the project listing in Salesforce. 

This section contains the following topics: 

How to use the Insight:

Contacts page

The Insight:  Projects Contacts page lists the Insight projects that are imported into your account based on your CRM search in Insightthe contacts that are associated with the companies in your Salesforce account. You can use the features on the page to review the projects contacts for potential opportunities, leads and other options. use in your account.  

To use the Insight: Projects pageContacts page,

• use the features on the page to sort, filter, and search the list of projectscontacts. You can also view the the Insight details pages for the projects in Insightcontacts. Use the topics in this section for more information about performing these tasks. 
  
  
• To view the details of a project in contact in Salesforce, click on the NameContact Name value in the column list to list to open the related details page. From there you can review and select the project for an opportunity, lead or other optioncontact for potential use in your account. For more information, see the Help topic for next to each feature in Salesforce.  Anchorsf global ins projsf global ins projon the related page.  

Applying View filters

You can apply a global filter to all of the projects in your account the full list of contacts by using the View feature at the top of the page. 

To apply a View filter, 

• in the View menu, select the option to use. 
  Result: The menu refreshes and the projects contacts displayed match your selected option. 

The following page describes the options you can use in the View menu. 

Selecting and ordering the columns

You can select up to 10 columns to be displayed in the window. You can also select the left to right column order along the page.  

Note: To select which columns are displayed on the page, see Understanding project For a description of the column values, see Understanding contact column values. 

To open the column selection menu, 

• • click My Columns in the upper right section of the page.

To select the columns to display, 

• • in the menu, select values in the Available Fields menu and then click the arrow for Add to move them to the Selected Fields menu. 

To order the columns along the page, 

• • select the value in the Selected Fields menu and then click the arrow for either Up or Down.  

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Searching the

contacts in the list

The search feature at the top of the page lets you locate words that are used in the project contact listings on the page. 

Note: You can only perform a simple search. Advanced and Boolean searching is not currently supported. 

To search listings, 

• enter the search terms in the search bar at the top of the page and then click the spy glass icon.

Result: The menu refreshes with the listings that match your search terrmsterms. 

Note: Click the Insight: Search tab Contacts tab at the top of the window to reset the page. 

Using the Filters menu

You can apply filters to the projects contacts in the list to get the exact results that you want.  

To use the Filters menu, 

• select the filtering option from the list and then click Apply. 

Result: The list refreshes with the revised results. Click Clear Filters to reset the menu. 

Notes:

• To see all filters for an option, click the arrow >  to expand the option menu.
• You can still apply filtering options even when the column for the selected option is not currently displayed in the window.  

The following table describes all of the options that you can use to filter your projects contacts list. Note that the maximum number of columns you can only set ten columns to show at one timedisplay is ten. 

Understanding the contact column values

The following table describes the column values for of the columns in the list.  Note: To set which columns show in the list, see Selecting and ordering the columns.  on the My Insight:Contacts page.