* We would like to thank Cru for providing this article from their help library. This article has been reviewed and updated as needed to ensure it provides assistance for you and your Partner Essentials account. *
Contacts List View
The “List” View of contacts is simply that, a list of all of your “Contacts,” or ministry partners, entered into MPDX. This view can help you:
- See a full list of your “Active” Contacts
- See a full list of your Contacts: “Active” and “Hidden”
- Edit your ministry Contacts in Bulk with the “Actions” dropdown menu to
- Create, prepare, or maintain Newsletter lists
- Create, prepare, or maintain contact lists for Exports
- Create Tasks
Understanding What You See:
NOTE: The default view of Contacts in MPDX is whoever contact view you last accessed. But you can switch between views at any time.
The List view without any filters applied will pull up an infinite scroll list of “All – Active” contacts in MPDX. This means all contacts with the statuses: Appointment Scheduled, Ask In Future, Call For Decision, Contact For Appointment, Cultivate Relationship, Never Contacted, Partner - Financial, Partner - Pray, Partner - Special and with no status selected.
NOTE: You can see “Hidden” contacts by unhiding the Filters menu, visiting the “Status” dropdown menu and selecting “All - Hidden.” This will include all contacts with the statuses: Expired Referral, Never Ask, Not Interested, Research Abandoned, and Unresponsive.
The List view with filters applied will pull up an infinite scroll list of the selected subset of your ministry contacts.