Intuvo Knowledge BaseContacts The BasicsHow do I search for a contact?

How do I search for a contact?

From within the search bar located in the Contacts section, begin to type in the name of the contact you are searching for. You can search by name, e-mail address, street, or loan number.

 As you are entering the information of the contact you are searching for, Intuvo's smart search will begin presenting contact names or recently viewed contacts that are relevant to your search.

Upon locating the contact you are searching for in the search results, select the contacts name to be directed to their associated contact record.