Summary
Learn how to search for a contact by entering their residential address in the Quicksearch bar and navigating from the property record to the resident.
When you know a contact’s address but not their name, you can search using the residential address in Quicksearch. This method takes you directly to the property where the resident is listed.
To search for the contact:
- Click the Quicksearch bar
- Enter the residential address
- In the results, click the address listed under PROPERTIES
- On the Property screen, click the Resident’s name to open their contact record
Articles in this section
- Add a new category to the database (for agents to use)
- Add an owned property to a contact
- Control bank account detail visibility
- Delete a contact
- Delete a contact’s residential address
- Delete contact history's events
- Disallow duplicate entries of contacts
- Filter contacts by activity
- Filter contacts by Reasons to Call
- Find a contact using their residential address