How can I quickly find a company or contact?

By default, the search option is available any time you view companies or contacts in list view. 

To find a company:

  1. Navigate to the Contacts tab and click on Companies in the shortcut menu. Here, you can search by company name, city, state/province, and country — just type in your filter term and click Search.
  2. Click on the Advanced Search link (below Search) to make these additional search options available: date modified and the presence (or absence) of attachments. (Click on the box next to Attachment(s) — if the box is checked, the search filters for attachments.)

To find a contact:

  1. Navigate to the Contacts tab and click on Contacts in the shortcut menu. Here, you can search by first name, last name, and company — just type in your filter term and click Search.

Click on the Advanced Search link (below Search) to make these additional search options available: date modified and the presence (or absence) of attachments. (Click on the box next to Attachment(s) — if the box is checked, the search filters for attachments.)

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