⚠️ IMPORTANT: This article refers to the Legacy version of SalesNexus. The Legacy SalesNexus will be sunset by the end of July 2026. It's time to migrate to the new SalesNexus. Here's how to start the process.
If you need help, consider our Migration Training and Full Service Migration packages.
Applies to: R4 Version
For more advanced search capabilities please use a Lookup. See: How to Search using a Lookup
- Go to Contacts > View All Contacts
- You will be presented with the following screen:
- You can do simple searches from the View All Contacts page using any of these 4 fields:
- Contact First Name
- Contact Last Name
- Contact Email Address
- Company Name
- Start typing into the search bar and the results will begin filtering. NOTE: Depending on the number of Contacts in your database the filter may take more than a few seconds to show results.
- It is also possible to load a Saved Lookup from this screen. Just select it from the drop down list next to the search bar
Example Saved Lookup list:
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