1
Open the Contacts section
From the left sidebar navigation menu, click Contacts to access your contact list and search tools.
Searching for a Contact
Quickly find the contact you need using powerful search filters. This step-by-step guide shows you how to filter and more to narrow down your results and locate contacts faster.
Searching for a Contact
Learn how to quickly find contacts using the built-in contact search filters and multiple filtering options inside the Contacts dashboard.
Steps to search for contacts
2
Review the contacts table
Browse the contacts table displaying contact information such as name, company, account ID, phone number, and address details.
3
Open the filter bar
Click the Filters button located in the top-right area of the contacts table to display the contact filter fields.
4
Review available filter fields
The filter bar allows you to search contacts using fields such as name, company, account ID, phone number, and address information.
5
Enter search information
Type the information you want to search for directly into the relevant filter field.
6
Filter contacts by company
Enter a company name into the Company filter field to display contacts associated with that company.
7
Combine multiple filters
Use multiple filter fields at the same time to refine your search results and narrow down matching contacts more efficiently.
8
Filter contacts by name
Enter part of a contact name into the Name filter field to quickly locate matching contacts.
9
Review filtered results
As you type into the filter fields, the contacts table automatically updates to display only matching contacts.
10
Clear all search filters
Click the Clear button to remove all active search filters and restore the full contacts list.
Frequently Asked Questions
How do I start a contact search in QuoteCloud?
Open the Contacts area in QuoteCloud, type a keyword (name, company, email, phone fragment, etc.) into the search field, then press Enter or click the search icon. Use the on-screen filters to refine results by company, role, tags or custom fields for faster lookup.
My contact doesn’t show up — what should I check?
First clear any active filters and run the search again with a broader keyword. Verify spelling and try alternate names, email fragments, or parts of the phone number. Confirm the contact exists in your QuoteCloud Contacts list; if it still doesn’t appear, consult the documentation or contact QuoteCloud support for help.
What filters can I use to narrow contact results?
Use the built-in filters in the Contacts UI such as company, role/title, tags, location, date added and any custom contact fields your account uses. You can combine multiple filters (for example, company + role) to zero in on the exact contact list you need.
Can I search using partial names, email fragments, or phone numbers?
Yes — partial matches work well. Try first- or last-name fragments, parts of an email address (username or domain), or segments of a phone number when you don’t know the full entry. Partial searches are especially useful when contacts were saved with different formats.
How should I combine filters for the most useful results?
Combine complementary filters (for example, last name + company, or role + tag) to reduce unrelated results. Keep search keywords concise and remove unnecessary filters between different searches to avoid stale constraints.
What are the best practices for faster and more accurate searches?
Use short, specific keywords and partial matches when appropriate. Leverage tags and custom fields to categorize contacts consistently. Clear filters between sessions, avoid overly long queries, and combine multiple filters to minimize noise. These habits make contact lookup faster when preparing quotes and proposals with sales quoting software or sales proposal software.
Can I find contacts that are linked to past quotes or proposals?
Yes — search in the Contacts area with relevant keywords or use filters that match the fields used when contacts were linked to quotes or proposals. If your account uses custom fields to track quote or proposal IDs, filter by those fields to surface contacts associated with past documents in QuoteCloud.
Who do I contact if I still can’t find a contact after troubleshooting?
If clearing filters and trying broader keywords doesn’t work, reach out to QuoteCloud support or consult the full online documentation for additional troubleshooting steps. Support can check account-level settings, indexing issues, or help restore missing contact records.