Search for a Contact on a Project

You can filter the list of contacts for a project to search for a specific contact by going to Projects > Contacts.

  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the Contacts tab.
  3. In the Find Contacts field, enter the contact's name, company, or email address.
    Note: Only contacts in your enterprise who have not created a Team user account will be listed under the alphanumeric links, or displayed when searching by name or organization. In addition, only organizations in your enterprise that do not contain existing Team users will be shown. To find a Team user, you must enter the full email address of the user.
The list of contacts is filtered by the criteria you entered.