Search, filter, and tag contacts

As your contact list grows, search, filters, and tags keep it manageable. All three live on the Contacts tab.

How to search your contacts

Select the Search contacts bar and type a name or email address. Matching contacts appear below as you type.

How to filter your contacts

1. Select Filter.

   

2. Choose your filters in the Advanced Filter pop-up and select Submit. Select Cancel to go back without applying them.

   

How to tag a contact

Tags are labels you create, so you can group contacts (like “2026 leases” or “Oak St building”) and find them faster.

1. When adding a new contact, type a tag name in the Add Tag field before selecting Create.

   

2. For an existing contact, select + Add Tag next to their name, enter the tag name, then select + Create tag.

   

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