: : Searching a Contact, Customer or Prospect

To search for a contact, customer or prospect, enter the first three characters of the contact.

  1. Click on Accounts and Contacts in the left menu.
  2. In the search field , enter the first letters of the contact.
  3. In the drop-down list, select the desired customer / prospect.

The contact card is displayed.

Note that the search is only done within existing customers / prospects and their contacts.