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There are various ways to search and filter contacts within your CRM account please click here to view a short video about searching your contacts.  Alt...

You can search for contacts by both Tag groups and Custom Fields together to further filter your contacts - please find some information below on how to do ...

You can search for contacts in your database using either the Address or Postcode down options as shown below: Searching contacts by Address:  ...

We now have a new function to allow you to bulk tag contacts from custom field search results. This feature is actioned via a new button which can be s...

Applying a Star Rating    1. The star rating is another way of organising your contacts - by their relative importance to you i.e. 5 stars (as shown belo...

View the date a contact was created via Data Export  1. Go to contacts inside your account.    2. Click on the Export button as shown below in re...

When inside a contact record you can now search on the History of communication with that contact from inside the History section as shown below in red:  ...