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How To Make An Advanced Search For Contacts

Contacts - Advanced Search

The Customer Relationship Management Interface (CRM) has an advanced search function to filter your search results further and get you to a particular contact.


To find a contact using the advanced search function follow the steps outlined below:

Step 1: Select [Contacts].
Step 2: Select [Advanced Search].
Step 3: Select the Contact Type in the 
drop-down list.
Step 4: Select filter in the drop-down list.

Name: First name, Last name, or First and Last name
E-mail: Full email address
Contact numbers: Home, mobile, office, and fax numbers
Company name: Company name supplied to the contact
Address: Address line 1, Address line 2, Town, Region, State, and Postcode
Country: Drop-down list provided
Step 5: Add in the search term and click [GO].

Please note:

  • Advanced search requires filter and search terms to be filled in before performing the search.
  • The text is space-sensitive. E.g. If phone numbers or names have been searched with spaces that are not saved in the CRM as such, then search results will return no results.