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 — FAQ
How do I start a contact search in QuoteCloud?
Open your Contacts in QuoteCloud, enter a keyword in the search field, and then apply the available filters shown in the UI to narrow results.
My contact doesn’t show up what should I check?
If a contact isn’t appearing, clear any active filters and retry with broader search terms, verify spelling or alternate names, and confirm the contact exists in your Contacts. If you still can’t find the contact, consult QuoteCloud support here or the full documentation linked below.
What are the best practices for faster and more accurate searches?
Use concise keywords, try partial names or email fragments when appropriate, combine filters when available, and clear filters between searches. The Searching for a Contact guide includes additional tips and examples.