Saved Searches – My Contacts

You have the option to view the Last 100 contacts you have worked on or ALL the contacts currently assigned to you via Advanced Search → Saved Searches → Contacts.

‍Click on the desired contacts list. A list of your contacts is displayed in the Advanced Search Results window.

You can adjust the results via views (1) to change what information is displayed. You can also put the list into split screen mode (2) to efficiently work the list for follow up. To navigate to the client record double click on the client name in the list.