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!

In this article:
Search Contacts Search Activity Page

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 intense searches using multiple criteria you can use the Advanced Search.

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