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
Finding an exact match for Contact Search

Search Contacts

1
Type any of the search terms below in the search bar.
First and/or last name Organization name
Phone number Email address
2
Select in Contacts or press Enter.

3
Any contact matching the term criteria will be found and shown in the search results.
Notes:
  • Contact search will only return a result if your search query contains the first characters of what you're looking for. For example, if you want to find a contact name "Annabelle", you will need to search for "Anna", not "belle". If you want to find an exact match, use the * (star) method, see here for more info.
  • At least 2 characters are needed to start a search in Contacts or Activity.

Search Activity

1
Type any of the search terms below in the search bar.
First and/or last name Organization name
Phone number Email address
Background Notes
Calls Deals
Address
2
Select in Activity page.

3
Any activity matching the term criteria will be found and listed in the Activity page
Notes:
  • The activity search will only return results if your search query contains the first characters of what you're looking for. For example, if you want to find any activity containing the word "Appointment", the search query must be typed from the start of the word, i.e. "App", "Appoint", and not "point", "pointment", etc.

Finding an exact match for Contact Search

The contact search functionality will return a result only if you input the start of the search query. For example, if you're looking for Annabelle Smith, you will not find this contact by searching for "belle smith", you will need to search for "ann", "anne smith", etc,.

However, if you need to find an exact match using characters in the middle of words/ phone numbers, you can add a star (*) before your search query. If you have want to search for Anabelle Smith, you can find this with the search query "belle smith", e.g. *belle smith

Notes:
  • For more extensive searches using multiple fields you can use the Advanced Search.
  • There are some search queries that will not return a result on their when searched on their own see below:
    a
    about
    above
    after
    again
    against
    all
    am
    an
    and
    any
    are
    aren't
    as
    at
    be
    because
    been
    before
    being
    below
    between
    both
    but
    by
    can't
    cannot
    could
    couldn't
    did
    didn't
    do
    does
    doesn't
    doing
    don't
    down
    during
    each
    few
    for
    from
    further
    had
    hadn't
    has
    hasn't
    have
    haven't
    having
    he
    he'd
    he'll
    he's
    her
    here
    here's
    hers
    herself
    him
    himself
    his
    how
    how's
    i
    i'd
    i'll
    i'm
    i've
    if
    in
    into
    is
    isn't
    it
    it's
    its
    itself
    let's
    me
    more
    most
    mustn't
    my
    myself
    no
    nor
    not
    of
    off
    on
    once
    only
    or
    other
    ought
    our
    ours
    ourselves
    out
    over
    own
    same
    shan't
    she
    she'd
    she'll
    she's
    should
    shouldn't
    so
    some
    such
    than
    that
    that's
    the
    their
    theirs
    them
    themselves
    then
    there
    there's
    these
    they
    they'd
    they'll
    they're
    they've
    this
    those
    through
    to
    too
    under
    under
    until
    up
    very
    was
    wasn't
    we
    we'd
    we'll
    we're
    we've
    were
    weren't
    what
    what's
    which
    while
    who
    who's

    when
    when's
    where
    where's
    why
    why's
    with
    won't
    would
    wouldn't
    you
    you'd
    you'll
    you're
    you've
    your
    yours
    yourself
    yourselves
    whom

Still need help? Contact Us Contact Us