Address Book Search

Modified on Sat, 19 Nov 2022 at 07:02 PM

Address Book Search

Enter a contact name, company name or telephone number to search for, then click "Go".

Matching entries are displayed from any integrated CRM.

Hovering over the displayed results will present a slide out menu offering click to dial, or click to "Show Contact".

Show Contact

"Show Contact" will open the contact within the integrated CRM application.

Dial the selected telephone number:

Advanced Search

Select the Advanced search option to use more specific filters or search on alternative contact details such as contact notes or address details, if supported by the source address book:

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