Searching for a Contact

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.

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.

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.

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.

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.

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.

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.

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.