Finding a customer or supplier

Depending on how many contacts you have, there are several ways of finding the one you’re looking for. You can search for a contact, filter the contacts list to show only the most relevant contacts, or sort the list to show the most relevant contacts first.

Start by clicking the Contacts tab and choose All contacts.

Searching for a contact

To search for a contact, enter all or part of their business name, first name, last name, phone number, mobile number or email address in the Search box at the top of the contacts list. As you type, matching results are shown.

Filtering the contacts list

You can filter the contacts list to display only the Contact type you require. Use the dropdown to select from the following active contacts:

• All to show contacts of all types, both active and inactive

• Supplier to show active contacts you’re marked as suppliers

• Customer to show active contacts you’ve marked as customers

• Personal to show active contacts you've marked as personal

Looking for a deactivated contact? Just select the option Show inactive. Your deactivated contacts will now be included in the list.

Sorting the contacts list

You can use the columns in the contacts list to sort the information in the most relevant way for what you’re looking for. Just click on the column heading, and the list will be sorted in alphabetical (or numerical) order, based on the entries in that column. If you click the column heading again, the list will be sorted in reverse order.

For example, you might want to find the details of a contact whose name starts with ‘Z’. Just click the Name column heading twice, and the list will be sorted in reverse alphabetical order by the contacts’ last name. Contacts whose name starts with ‘Z’ will appear at the top.