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Client phone# not searchable

  • September 27, 2025
  • 1 reply
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1 reply

Sean Marlin
Community Manager
  • Community Manager
  • September 29, 2025

Hi ​@banoo1960, this is pretty straightforward to do although not terribly intuitive. Instead of searching by phone number you will be filtering by phone number. To the right of the Search field in your Contacts area there is a Filter dropdown. On this drop down you’ll see an option for ‘phone number.’ That sub menu has a search box all its own. You would simply search with the phone number and select the checkbox next to a match. When you hit ‘apply’ your contacts will be filtered by that phone number. ← This explanation is a little wordy but it is very easy once you do it. Look at the screenshot below. Let us know how it goes and if you have any other questions!