Find a contact

Before you start

• You need permission to view clients. Every role has it by default.

Steps

1. Select CRM in the sidebar. It opens on Contacts.
2. Click All, Clients, Suppliers or Contractors to narrow the list. Each shows how many contacts of that type you have.
3. Type in Search contacts…. The list updates as you type.
4. Use the page numbers at the bottom to see more. Ten contacts show per page.
5. Click a contact to open their page. For a quick look without leaving the list, click … on the row and choose Quick view.

Good to know

• The list is always newest first. There is no sort control.
• Search matches whole pieces of text, not near spellings.
• Additional people stored on a contact (an assistant, a partner) aren't searched.
• The type counts are for the whole studio. They don't change with your search.
• Your filters are kept in the address bar, so you can bookmark or share the view.