Find Contacts

When you view your Contacts, you're first presented with a list of all contacts in your database. You have several options available for locating a particular individual or company.

Search

  1. First, select the kind of contact you wish to search for: Individuals, Companies, or All.

  2. Next, type the keywords or search criteria you're looking for in the search field.

  3. Press Enter, or click the magnifying glass icon ( ) to perform the search.

Filter and sort options

  • Click a letter in the toolbar to quickly filter the list by name.

  • Click All to reset your list to show all contacts.

  • Clicking any of the column headings sorts your contact list by that column. So, if you want to view your contacts sorted by first name instead of last, just click the First Name heading.