How do I search for a contact in a call time list?
Search for a contact from a call time list in the CRM
From the CRM view you can search for a specific donor on a call time list by typing the donor's first and/or last name into the search field next to the column chooser in the call time list view. Any donors with matching criteria will then display.
Search for a contact in the App
If you are looking for a contact within a call time list from the front end of the app, you can use the search icon just under the due by field to type in the contact's first and/or last name.
If you are looking for a contact but are not sure what list they are on, you can use the search field in the top right hand menu of your App. Select the three lines in the top right hand corner. Select Search Contacts. Begin typing the name of your contact and click on the contact once located. This will pull up the contact's profile in the App. Note: Users with Call Time App only access will not have the ability to utilize the search all donors function from the front end of the App, they may only search for donors within an assigned call time list.