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How to Search Your Contacts

For a quick search

  1. Click on the Contacts tab.
  2. Down the left hand side, type in the keyword you are searching for in the Search box.
  3. AND/OR select a category you would like to search in.
  4. AND/OR select if you only want to search for contacts that are allocated to yourself.
  5. Click Search.
  6. In the list of contacts that appears, click on the name of the contact you would like to load.

To narrow or filter your search results

  1. Click on the Contacts tab.
  2. Down the left hand side, click on General Search.
  3. Above the contacts list you will now have a blue area where you can:
    • Type in the keyword you are searching for
    • Select a Category the contact/contacts are in
    • Select an Agent the contact/contacts belong to
    • Select a Source the contact/contacts came from
    • Select a Added from and/or Added to date/dates
  4. Click on the blue Search button.

To search for a Website Subscriber click on the Website Subscribers Link and repeat the steps above.

NOTE: Keywords can be all or part of

  • Contact Name
  • Contact Email
  • Partners Name
  • Partners Email
  • Residential Address
  • Postal Address
  • Phone numbers
  • Company Name
  • Contact Category
  • Contact Source
  • Contact Requirement
  • Contact Source
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