Search & Filter Contacts - Desktop

Step 1: Navigate to the Contacts list

1. Select Contacts from the main menu.

2. Choose All Contacts to view your entire contacts list.

💡 You can also choose specific categories such as Customers, Sites, Suppliers, or Users to narrow the list.

Step 2: Filter contacts by type

1. Select one of the contact categories from the Contacts menu:

   • Customers

   • Sites

   • Suppliers

   • Users

2. The contact list will update to display only contacts within that selected category.

Step 3: Search for a specific contact

1. Use the Search bar at the top of the Contacts list.

2. Enter part or all of the contact name.

3. The results will display automatically in alphabetical order.

💡 Example: Typing hunk will find a contact named Hunkley Point C

Step 4: Apply additional filters

1. Select Filter within the Contacts list.

2. Choose the filters you want to apply, such as:

   • Excluding archived contacts

   • Excluding disabled users

   • Filtering by Users

   • Filtering by Contact Type

   • Including deleted contacts.