In the Contacts workspace, you can locate contacts in the following ways:

• Filtering by contact type
• Searching using search terms
• Navigating the relationship hierarchy

Filtering the contact list

Use the dropdown button at the top of the contact list to filter the contact list by contact type. You can select from Contacts, Companies, Households, Funds, and Users.

To filter the contact list:

1. Navigate to the Contacts workspace.
2. From the dropdown button, select a contact type.
   The contact list updates to display only contacts that belong to the selected contact type.

You have filtered the contact list by contact type.

Searching for contacts

You can search for contacts in the Contacts workspace using the Search field above the contact list. You can use search terms to refine your searches to a specific category, company, city, or list.

You can search for a specific contact or user using the formats last name, first name and first name last name . You can also enter partial names, or even just a few letters, and the search returns any contacts whose names contain the search text.

Search for a set of contacts by adding additional search terms:

• Category search: +"<category name>".
• Company search: @"<company name>".
• City search: city:"<city name>".
• Saved contact list search: list:"<list name>".

You can combine the preceding search formats to create specific searches, for example:

• j smith @"NexJ Systems"
• JOHN SMITH city:Toronto
• sm, j
• city:Toronto
• +golfer

To search for contacts:

1. Navigate to the Contacts workspace.
2. Touch the Search field at the top of the contact list and enter search terms for the contact you want to find.
3. Touch Return on your virtual keyboard.
   The search runs and results display in the contact list.
4. Touch the contact that you want to view.

The contact's profile opens in the details view. If the contact has a relationship hierarchy available for viewing, an arrow appears next to the selected contact's name in the search results. You can touch the arrow to view the contact's relationship hierarchy.

Viewing contacts in the relationship hierarchy

The relationship hierarchy displays a contact's relationships with other contacts using a tree-type view. You can view profile details for a contact, household, user, or company in a contact's relationship hierarchy.

You can use the hierarchy to do the following:

• Navigate between contacts in a hierarchy.
• View the contacts that belong to a household or company.
• View a contact's relationships with other contacts and users.

For example, you can select a contact and use the hierarchy to view contacts who also belong to the same company as the selected contact.

To navigate to another contact's profile details using the hierarchy:

1. Navigate to the Contacts workspace.
2. Search for the contact that you want to view the hierarchy for.
   If the contact has a relationship hierarchy, a down arrow appears next to the contact's name.
3. Touch the down arrow to view the contact's relationship hierarchy.
   The selected contact's relationship hierarchy expands.
4. Touch a relationship in the hierarchy to expand the contact's relationship hierarchy.
   The relationship hierarchy expands.
5. Touch a contact in the expanded hierarchy to display the contact's profile.

The profile and relationship hierarchy displays for the selected contact, household, or company.

Related links

Searching for contacts