Product Family: Act!
Product: Act! Premium, Act! Premium (access via web)
Version: v19 and later
Integration: Act! Premium Web API, Act! Connect Link, Act! Companion
- Navigate to the Contacts section by tapping the icon shaped like the outline of a person
- In the top, right corner of the screen tap the three stacked dots icon
- Tap the search field, type the contact’s name, then tap the Magnifying Glass icon to search
Note: If you wish to search on a different field, before typing your search terms, tap the three stacked dots to the left of the search field, then tap an available field that you wish to search on.
- If desired, change the sort of the list by tapping one of the options below the search field
- Tap the desired contact, then choose whether to Call, Email, or View the details of the Contact
For more information about working with Contacts in Act! Companion, refer to the following knowledgebase article:
How do I create, edit and view contacts in Act! Companion?