Quick Search by Contact Name or Keyword

The Quick Search feature allows you to easily find contacts by entering their name or a relevant keyword. This tool helps you quickly access specific contact information, saving time and improving efficiency when managing your contact list.

Last Viewed Contacts

Place your cursor in the quick search area to see your most recent contacts and click once. This will display the last 10 contacts you have viewed on your account.

Search by Name

• Search by first name: Type the person's first name, and matching results will appear.
• Search by last name: Type the person's last name, and matching results will appear.
• Search partial first name and last name: Type some of the first name, then start typing the first few letters of the last name, and matching results will appear.
• Search by Company name: Start typing the company's name, and matching results will appear.
• Search by name AND company: Start typing either the first or last name, then type the company name, and matching results will appear.

Search Contact History for Keywords

The Keyword search function helps you locate specific information or notes stored in the Contact History by searching for a keyword within the activity or history of a contact record.

Example: You remember making a note last week about discussing "form xyz-123" with a few people but can't recall their names. You know the note regarding this form was added to their history.

Here’s how to find it:

1. First, select the option in the drop-down menu labeled "Search Contact History for Keywords."
2. Click in the search box and type "form xyz-123". A list of contacts will appear, showing their names and the activity related to the keyword.
3. Click on the contact whose record you want to view.

That's all about quick search by contact name or keyword. If you encounter any issues or have any questions, don't hesitate to reach out to our support team.