4.3 How to Search Contacts?

In TDS CRM, there are three methods for searching contacts.

  • Basic search
  • Advanced search
  • Alphabetical search

All the three methods have more or less same features. Follow the given steps to understand the search methods.

  • Go to Home > Contacts.
  • Click the Search icon from the tool bar.
  • For basic search, enter the search criteria and press Search Now button.
  • For advance search, click the link of Go to Advanced Search. Advance search contains some advanced options. Specify the search criteria and press Search Now button.
  • For alphabetical search, click the desired alphabet.
  • It will display all the relevant results on the screen as per the search criteria.