Summary
Learn how to search for contacts using filters and view details like phone numbers, email addresses, and physical addresses.
This article covers:
- About contact search
- Access the contact search screen
- Apply filters to find a contact
- View contact details
About contact search
Box+Dice provides a flexible Contact List layout that allows you to quickly find contacts using multiple filter options. You can search by name, email, phone number, appraisals, categories, consultants, and buying criteria.
Access the contact search screen
To start searching for a contact:
- Go to: Contacts in the sidebar
- The Contacts Search screen will appear, showing the filter panel on the left and the results on the right
Apply filters to find a contact
Filters help you narrow down your search:
- In the Filters panel on the left, click Add Filter Item
- Choose a filter type (e.g., Text, Appraisals, Categories, Consultants, or Buying Criteria)
- Enter the relevant details for the filter
- Repeat the above steps to add multiple filters if needed
- Click Apply
The results will update automatically based on your selected criteria.
Tip: Use a combination of filters for more precise results.
View contact details
Once you locate the contact:
- Review the displayed phone numbers and email addresses in the results list
- To see physical addresses, click Basic view at the top of the screen, then switch to Table view
Note: Table view provides a more detailed layout for addresses and other contact information.
Articles in this section
- Add a new contact
- Delete a contact’s residential address
- Export filter results for contacts and properties
- Filter contacts by email status
- Filter contacts by activity type and subfilters
- Filter contacts by last recorded contact date
- Filter contacts by matching criteria update date
- Filter criteria reference for contact filters
- Manage contact boards
- Manage orphaned contacts using saved filters