Navigating ContactDrive

ContactDrive is a sidebar on the left, a navbar across the top, and your work in the middle. Once you know what's in each, you can stop looking for things.

The sidebar

The left sidebar is how you move between the major sections — Contacts, Activity, Apps, and a page for each installed app that adds one, like Tasks, Lists, or Dashboard.

Collapse or expand it with the toggle at the top. On a laptop, collapsed buys you useful horizontal room in the contacts grid.

The order is yours to set, and it's the one genuinely personal setting in the product — see Customizing the Sidebar.

The top navbar

The navbar holds global search and your account.

Search is the fastest thing in the app. Click the search box, or press Cmd+K on a Mac or Ctrl+K on Windows, and type a name, email address, phone number, or tag. Matching contacts appear as you type.

Get in the habit of the keyboard shortcut. Searching is almost always faster than navigating to Contacts and filtering, and it works from anywhere in the app.

Your avatar, top right, opens your profile settings, the workspace switcher, and sign out.

Switching workspaces

If you belong to more than one workspace, switch between them from the avatar menu. Each workspace is entirely separate — its own contacts, its own team, its own settings, its own billing. Nothing crosses between them.

See Multiple Workspaces.

Settings

Admins get Settings in the sidebar, covering users, billing, tags, custom fields, and the rest. If you don't see it, you're on a User role rather than an Admin one.