Search and Filter Organizations

Search for an Organization

To search for a specific organization, follow the steps below:

1. Click on the Search textbox and enter the organization’s name into the search bar.
2. To apply standard and advanced filters, refer to the standard steps. detailed in Sort and Filter Columns section
3. To mark an organization as favorite, refer to the standard steps detailed in Sort and Filter Columns section.
4. To customize columns, refer to the the standard steps detailed Customize columns on the Contacts screen section.
5. To configure views, refer to the standard steps detailed in Contacts Views section.