Contact Basics - Searching

 

One of the most fundamental things any user will need to do is search for a Contact record. In Virtuous, the easiest way to do this is via the "Search for..." bar in the upper left.

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Users may search for any Contact using any one of the following:

  • Contact Name
  • Individual name
  • Contact ID
  • Legacy ID (if applicable)
  • Tag Name
  • Email Address
  • Phone Number

For any other searches, it's best to use either a Filter or a Query.

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