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

• Filtering by contact type
• Searching using search terms

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. Touch the dropdown button and select a contact type.

   Info

   If you have created favorite user-defined filters using the desktop version of NexJ CRM, these filters are also available in the dropdown button.

3. Touch Done.
   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.