Searching for a Contact

Modified on Tue, 24 Jan 2023 at 07:53 PM

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.

  1. You can find the Search bar top right corner of your Actionstep screen
    Search bar in the top bar of the Actionstep user interface
  2. 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.
    Search results in the search abr
  3. Click on the name that you were searching for and this will take you to their contact card.
    The contact record of Jane Smith

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