Envibe: How to search for a Contact

Envibe: How to search for a Contact

Question

How do I search for a Contact.


Answer

Within the Contacts module, searching for existing contacts can be done via the following methods:

Filter using pre-configured Contact Lists. The All category is checked by default. If a list category is ticked, only contacts that meet the criteria for that list will be visible.
Use the Search bar to find the relevant contact/member


There is the ability to search contacts by phone numbers and email addresses.
To search via phone number, the user must prefix the search with a '+' symbol.
Searching via email addresses occurs when the search text contains the '@' symbol.
Note: The phone number field has been changed so that only phone numbers that are all digits except perhaps a leading '+' are considered valid (no white space or parentheses are allowed).

For example to search for the following person within Contacts or the Courses Diary screen:

      Jane Patencho
      Mobile:  0423 155 146
      Email: jpatencho@outook.com

Search by:
Name: Jane Patencho
Phone:  +0423155146


    • Related Articles

    • Envibe: How to add anew Contact

      Question How do I enter a contact? Answer Follow the steps below to enter a contact in the Contacts Module. 1. Launch CONTACTS. 2. Click NEW CONTACT. 3. Enter the relevant information into the form fields. The only mandatory field is Full name. 4. ...
    • Envibe: How to search for a student in Courses Diary

      Question How can I search for a student in the Courses Diary view. Answer To navigate to the Enrolment Overview screen: 1. Launch COURSES. 2. Click into the Search for a student bar 3. Start typing the name of the student, email address or phone ...
    • Envibe: How to create Contact Lists

      Question How can I create contact lists to group together contacts. Answer Within the CONTACTS module, Contacts can be sorted and grouped into Contact Lists. This helps filter all contacts to view specific contact groups. These may include staff, ...
    • Envibe: How can I use flags and contact lists in trigger conditions

      Question How can I use flags and contact lists in trigger conditions? Answer For a more bespoke audience that cannot be captured through the available Conditions, Flags and Contact List functionality can be utilised. For example, a site may want to ...
    • Envibe: How to merge duplicated Contacts

      Question How do I merge duplicated contacts? Answer Duplicate contacts can be merged when: 1. Adding a new contact or 2. Retrospectively. Merge When Adding a New Contact During the process of setting up a new contact, Envibe recognises potential ...