How to Search for a Contact?

How to Search for a Contact?

  1. Click Dashboard
  2. Above the Dashboard menu option, in the Search Contact field, enter part of a contact's Lastname
    • Any matching lastname will display in a pop-up window, select the matching name
  3. OR Click Contacts Module
  4. Search for the Contact by entering the first few letters of the first or last name in the Search Field
    • If there is a matching record for the person, it will appear in the grid
      • click the Manage button to open the contact profile
    • If there is no corresponding match, this means the person does not have a contact profile.
      • You may add the contact through the Admin module/Add Contact OR the end user may create a profile in the front end.

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