This is a quick article on how to search for a contact in iDashboard!
- Hover your mouse over the Contacts menu item and click Contacts
- Type in the keyword you are searching for in the Search box
- AND/OR select a Category you would like to search in by clicking Advanced Search
- AND/OR select if you only want to search for contacts that are allocated to yourself within Advanced Search
- 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 Advanced Search and select Website Subscribers in the Contact Type option.
NOTE Keywords can be all or part of
- Contact Name
- Contact Email
- Partners Name
- Partners Email
- Residential Address
- Postal Address
- Phone numbers
- Company Name
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