- Firstly, click on the menu and click on Contacts, ‘Active Contacts’
- Go to the email address column and click the three vertical dots on the right-hand side.
- Click filter, this will open a new grid. You will want to show items that ‘Contains’
- Type a partial or full email address in the box below.
- Click filter/ or the enter bar this will take you back to the contact page with the filter in place.
- You may have a couple of matches if you have typed in a partial email address, find the customer you are looking for and press the edit button that looks like a pencil. This will bring up the contact page where you have tabs across the top to move between contact/lead and contract pages.
- There are quick links in each of these pages to navigate through each of these pages if you need to travel in between.
