Contacts

Search for Contact

Estimated reading: 1 minute 195 views
  1. Click on Search Bar located on the top bar.
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  2. Enter the Contact’s First Name, Last Name, Address, Email Address or Telephone number.
    From the dropdown, locate CONTACTS heading, click on Contact to view details.
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Search using Customer’s Menu

  1. Click on ‘CUSTOMERS‘ option located on the sidebar menu (left-hand side of the screen).
    You can also use a shortcut menu. Just click    eye symbol under the Customers shortcut.
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  2. Click View Contacts button.
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  3. Click on Search field located above contacts’ table, and Enter the Contact First Name, Last Name, Address, Email Address or Telephone number.
    Results will be displayed in the table below. Simply click on Contacts’ Name to view details.
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CONTENTS
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