5.1 View and Search Contacts

Step-by-Step Instructions #

1. In the sidebar, click Contact Management → All Contacts.
2. The Filter Panel appears at the top. Fill in any combination of:
   • Keyword (name, email, phone, company)
   • Tags
   • Country / City
   • Assigned user
   • Date range
   • Contact source
3. Click Apply Filters to refresh the list.
4. Click Clear Filters to reset all criteria.
5. Use the Quick Search Box above the data grid for instant text filtering within the loaded results.
6. Click any contact row to open the contact profile.

What Happens After #

• The grid shows all contacts matching the filter criteria, sorted by most recently modified by default.
• For restricted TenantUsers, only assigned contacts appear regardless of filter criteria.

Fix Common Problems #

Problem: Expected contacts are not visible

1. Check the active filter panel — the Active Filters Indicator (blue badge) shows that filters are applied.
2. Click Clear Filters and search again.
3. If still not visible, your account may have restricted access — contact your CompanyAdmin.
4. The contact may have been soft-deleted — only active (non-deleted) contacts are shown.