Searching for Contacts

In the CRM module of the administration site, when clicking on the Contacts tab, you will be presented with a table (as pictured below), which can be used to search for a particular contact within the CRM system.

In order to locate the desired contact, simply fill in as many of the provided fields as possible with the contact's information. In the three drop-down menus under the label "Criteria," you can choose your own specific criteria that you wish to search for, such as email address, phone number, and information about the contact's location, which are not already included in the table. When done filling out the fields, simply click on the "Search" button at the bottom of the window, and you will be presented with a list of contacts within the system that meet the criteria you specified within the various search fields.

The results of your search will be presented to you in a table such as the one seen below. In order to access the desired contact's details, simply click on the contact's name within the list, and you will be transfered to a page where you can view and edit all of the contact's information, which is organized into separate sections: Locations & Communications, Personal Details, Family Members, Notes.



• Adding Contacts
• Searching for Contacts
• Locations & Communications
• Personal Details
• Family Members
• Notes
• Credit Cards
• Login Settings