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Searching for a contact

This is a quick article on how to search for a contact in iDashboard!

  1. Hover your mouse over the Contacts tab and click on Contacts
  2. 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 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

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