The Quick Search Bar provides a quick way to search for contacts. This article will walk you through how to use it to find a contact record.
- You can find the Search bar top right corner of your Actionstep screen
- Enter the name that you want to bring up - Contacts can be searched by the name on the contact record. Partial names can be searched; however, the search term must be the beginning of a word in the contact name. That is: ‘son’ will not return ‘Johnson,’ but ‘Joh’ will.
- Click on the name that you were searching for and this will take you to their contact card.
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