Applies to: R4 Version
For more advanced search capabilities please use a Lookup. See: How to Search using a Lookup
- Go to Contacts > View All Contacts
- You will be presented with the following screen:
- You can do simple searches from the View All Contacts page using any of these 4 fields:
- Contact First Name
- Contact Last Name
- Contact Email Address
- Company Name
- Start typing into the search bar and the results will begin filtering. NOTE: Depending on the number of Contacts in your database the filter may take more than a few seconds to show results.
- It is also possible to load a Saved Lookup from this screen. Just select it from the drop down list next to the search bar
Example Saved Lookup list:
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