Contact - Search
- Karen McDonald
- Former user (Deleted)
- Gemma Heidemann
There are multiple functions that can be done from the Contacts screen.
Click on the links below to take you to sections of the help around contacts.
Contact - Search | How to Search for a Contact
How to delete a contact and matter
Other pages around Contacts
How to Search for a Contact
To search for a contact, select the contact icon from the top menu bar.
From the contacts page a simple contact search can be done by typing all or part of the contact's name into the search field.
A more advanced search can be performed if necessary by selecting 'Advanced Search' and adjusting the fields. You have options for the name, what Legal Entity Type it is and whether it is active or not.
Warning: By default only the Active clients are shown
You can perform a new search be selecting the Reset button.