Handheld Contact: Searching for a Contact

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction

Welcome to the Handheld Contact tutorial, where we will explore the process of searching for contacts efficiently and effortlessly. Tony Holowitz will guide us through the steps to locate specific contacts using various methods.

Accessing the Home Screen

Upon launching the Handheld Contact app, you will find yourself on the home screen, where all the essential features are easily accessible.

Searching from the Home Screen

Tony demonstrates the first method of searching for a contact from the home screen. He points out the magnifying glass icon in the top right corner, which represents the search function. By clicking on this icon, a search bar appears.

Entering the Search Term

In the search bar, you can enter the name of the contact you are looking for. Tony types “Anthony” as an example. The app quickly filters the contacts, displaying all the names that match the search term.

Alternative Search Method

Tony also shows an alternative search method. Instead of using the search icon, he goes to the main text field on the home screen. Typing the search term here, he finds the contact he is looking for again.

The Benefits of Efficient Searching

Tony highlights the importance of knowing how to search for contacts effectively. By mastering the search function, users can save time and avoid frustration when trying to locate specific contacts in their database.

Conclusion

In conclusion, mastering the contact search function in Handheld Contact is a valuable skill that enhances productivity and organization. Whether using the search icon or the main text field, users can swiftly find the contacts they need, streamlining their workflow. Thank you for joining this tutorial, and remember to practice your search skills for optimal efficiency in Handheld Contact. Happy searching!