How to search for a contact
The following will be a tutorial on how to search for a contact:
- On the Contacts overview page, click on the gray magnifying glass on the top right side of your screen
- In the pop-up, click on the line between Search All Text Fields and the magnifying glass
- Once selected, type in what you'd like to search (Click on Search All Text Fields to open the pull-down menu where you can specify the type of contacts you are searching for)
- Once selected, type in what you'd like to search (Click on Search All Text Fields to open the pull-down menu where you can specify the type of contacts you are searching for)
- Once ready to search, click the magnifying glass or you can click Enter
- The accounts with that information will load
- The accounts with that information will load
- If nothing loads and you'd like to add a new contact, click on the blue plus button on the bottom right of the screen (Click Here for tutorial)
All done, Congratulations!