Knowledgebase

To do this in the Contact area:

1. Head to the main menu, and select ‘Active Contacts’ under the Contacts tab.
2. Select any of the three dots. Then select Columns and Address Line 1 – To come off the columns tab, click anywhere at the top of the screen.
3. Select the three dots on the ‘Address Line 1’ tab and select ‘Filter’.
4. You can then search the details you require.

To do this in the Lead area:

1. Head to the main menu, and select ‘Live Leads’ under the Leads tab.
2. Select any of the three dots. Then select Columns and Install Address 1.
3. The Install Address 1 doesn’t automatically show on your Leads page, so you will need to drag and drop this to your preferred view. To learn more about this please visit: https://businesspilot.co.uk/customise-your-business-pilot-columns/
4. Select the three dots on the ‘Address Line 1’ tab and select ‘Filter’.
5. You can then search the details you require.

To do this in the Contract area:

1. Head to the main menu, and select ‘Live Contracts’ under the Contracts tab.
2. Select the three dots on the ‘Address Line 1’ tab and select ‘Filter’.
3. You can then search the details you require.

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Thank you for watching our how-to video on How to Search Contacts, Leads and Contracts by First Line of Address, for more information and access to our free trial please visit our website https://businesspilot.co.uk