Search Contacts

Using ConvallisCRM there are a wide range of ways that you can search for an individual contact or a group of contacts. (e.g: from a category or mailing list)

• From the menu, select CRM > Find a contact.
• In the Contact Search box, input any details you want to find*.
• The results will be displayed down the side in the Select Contact box.
• You can save the search by typing in a name and clicking Save in the Select Contact box.
• The saved searches will be displayed in the Saved Searches box.

* Doesn't have to be complete or in the right case.
"conval", "ConVallis" and "CoNvAlLiS" will show Convallis Software as a result.

Search Contact Screenshots: