Searching, Filtering, and Managing Contacts

Search, filters, sorting, and list views help you manage large contact collections efficiently.

Search

Use search when you know identifying information such as a person's name or other searchable contact data.

Filters

Use filters to narrow the contact list according to supported contact attributes.

Sorting

Sort the list when you need records in a particular order, such as recently created or recently modified contacts where supported.

List columns

Configure visible columns where available so important contact information is easy to compare.

Prevent duplicates

Searching before creating a new contact is one of the most important contact-management practices.

When potential duplicates are found, verify the identity before making changes.

Data maintenance

Review incomplete or outdated contact information as part of normal data-quality work. Clean contact data improves ticket handling, customer history, and reporting.