Search Contacts by Profile

Search Contacts by Profile

The People List feature has several categories to help you search for contacts.

Under the By Profile section, you may filter your clients by Classifications, Keywords, Interests, or Company.

Choosing any of the options above will produce a secondary column that lists corresponding Classifications, Keywords, Interests, or Companies alphabetically. You may further filter your contacts using this column.

In this example, Contacts were filtered by Classification and then Client.

Highlight a contact name in the grid to populate the bottom left section of the screen with a quick view of the contact. Double click the contact in the grid to open that contact record.

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