Classic Batchbook FAQs and Knowledge Base Contact RecordsHow can I find an existing contact record?

How can I find an existing contact record?

To search for a record

To search for a record

Enter relevant keywords such as the name, city, or tags into the Search box, located at the top of every Batchbook page, and click the Search button. You can also use Advanced Search for more specific results.

To browse for a record

To browse for a record

1. Click the Contacts tab.

2. If you need a quick search, just start typing in the Live Search box and select the desired contact from the pull-down menu that appears as you type.

3. Or, browse by the first letter of your individual contact’s last name or by the first letter of your company contact’s company name.

4. Or, use filter pull-down menus to browse by: All contacts, Individuals, Companies, Most active, Not contacted in past month, Not contacted, and Tags.