How to Create Contact Boards

Step-by-Step Walkthrough

1. Navigate to the "Contacts" page.

2. Click "More"

3. Click "Boards"

4. Check for the presence of a "Board" under "View By".

5. If boards are not present, navigate to "Settings."

6. Click on "Fields."

7. Select any text field (example: "Status").

8. Confirm the field type is text and that dropdown values can be added.

9. Add a list of values (example: "Started", "In Progress", "Hired")

10. Update the list of dropdown values.

11. Refresh the browser.

12. Return to the "Contacts" page.

13. Observe that Boards are now present.

Navigating Boards

• Click on the "Board" section.

• Note that it shows "View By" in the top left corner, currently set to the field you updated (we updated "Status" in this example)

• Locate the "Filter by Group" option beneath "View By."

• Click on the specific group (example: "Parks and Rec").

• Confirm that only contacts from the selected group are displayed.

• You can create other boards by adding a dropdown to another text field.