Searching data

Learn how you can search your contacts, companies, events, or tasks in LACRM.

Searching contacts or companies:

• Select “Search” in the upper left of the navigation bar. The default search will be for contacts or companies, but if necessary select “Contacts” or “Companies” at the top of the dialog.
• Enter the desired search term. Our search will look at all contact and company fields (name, email, phone number, etc).
  
  • If you’re searching a phone number, enter the numbers only without any formatting for the best results.
• For more specific results, you can filter by a specific field instead. Learn how to filter by a field here.

Searching events:

• Select “Search” in the upper left of the navigation bar, and select “Events” at the top of the dialog.
• Entered the desired search term. Note that our search will only look at the event nam and description.

Searching tasks:

• Select “Search” in the upper left of the navigation bar, and select “Tasks” at the top of the dialog.
• Entered the desired search term. Note that our search will only look at the task name and description.