How to Search Contacts and Activity
Finding what you need in OnePageCRM is quick and easy with the search bar. Pinpoint contacts and activity using different search terms. For example if you want to find a contact by their phone number or if you're looking for all calls, notes and deals using a specific phrase then type it into the search bar and you'll find what you're looking for!
Search Contacts
1
Type any of the search terms below in the search bar.
| First and last name |
Organization name |
|
| Phone number |
Email address |
2
Select
in Contacts.
3
Any contact matching the term criteria will be found and shown in the search results.
Search Activity
1
Type any of the search terms below in the search bar.
| First and last name |
Organization name |
| Phone number |
Email address |
| Background |
Notes |
| Calls |
Deals |
2
Select
in Activity page.
3
Any activity matching the term criteria will be found.
Note: You'll be redirected to the Activity page to view the search results.
NOTES
- For more extensive searches using multiple fields you can use the Advanced Search.
