This is a quick article on how to search for a contact in iDashboard!
- Hover your mouse over the Contacts tab and click on Contacts
- Type in the keyword you are searching for in the Search box
- AND/OR select a category you would like to search in
- AND/OR select if you only want to search for contacts that are allocated to yourself
- Click Search
- In the list of contacts that appears, click on the name of the contact you would like to load
To search for a Website Subscriber click on the Website Subscirbers 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
