Search for Contacts

*Click here to view the corresponding article for the mobile app
 
There are multiple ways to search for your contacts in Agentbox. Here we will demonstrate how to search for a contact using the Universal Search Bar, the Left Contact Panel and the Advanced Contact Search.

 

Universal Search Bar

 

1. Click Contacts from the Universal Search Box at the top of the screen


NewItem1627

 

2. Enter Contacts Name, Email Address or phone number (*Note: a minimum of 3 characters is required to activate the search)


3. The Contacts Name will appear in a drop-down, click on the Contacts Name to open the contact record

 

NewItem1628NewItem1629

 

4. The Contact Card will appear on screen

 

NewItem1626

 

Left Contacts Panel

 

1. Click the Contacts Icon from the Main Menu

 

NewItem1472


2. Enter Client Details in the Contacts Panel

 

NewItem1625


3. Click on your Contact from the Fast Find Results panel

 

NewItem1624

 

4. Your Contact Card will appear on screen

 

NewItem1626
 

Advanced Contact Search

 

1. Please follow the steps under the Advanced Contact Search topic.