Searching for a contact person

CRM - Contact Management - Contact Person List

The contact person list allows you to view and edit contact persons. You can print the contact person list and filter your inactive contact persons to either show, or not be shown. You can also search for a specific contact person.

In maximised mode you can search in all the different columns, and in minimised mode you can search by contact person name and contact name. Note that the ability to edit any information is dependent on your role access. Read more about roles here.

How to search for a contact person

Go to CRM - Contact Management - Contact Person List.
Type in the search criteria of your choice.
- You can search by name or e-mail, or any of the other contact details available of the person you are searching for.
- You can search for a person's first and/or last name.
- You can search on a part of a criteria, for example all contacts with domain @visma.

You will see that the contact person list updates automatically with matching results.

When you see the results of your search, you can print your filtered contact list, or you can go to the full contact person's card by clicking Go to contact person icon under the Action column, thus entering Edit or View mode of the full contact card.

How to print your filtered contact person list

After you have entered the necessary search criteria, you can print your results by clicking on the Print icon on the top left. This will print your search results to a PDF file.