Contacts can be found like this:
- In the main menu on the left, click on ‘Contacts’.
- In the search bar, type the name of the customer you are looking for and results will be start showing in the list as you type.
- You can also filter by Team, Responsible user or Contact type. In addition to that, you can turn on the Birthday filter, which will then only show users who have birthday today.
When you have found the Contact you are looking for, click on the respective list entry in order to access its Contact information.