Quick and easy way to find specific contacts that you are looking for.
Within Fortix Base be on the look-out for the down-arrow. At any time you can click on the down arrow and find a quick search option. An example would be the CUSTOMERS page, at the top next to Contacts. Click the down-arrow.
Refer article How to Configure Customer Contact System Behaviour and heading: All contacts” Search Fields.
This opens a search box to quickly filter the list of contacts which enables you to filter the Contacts:
- active, archived or all
- Type of Contact
- Month (which automatically populate the Date From and To)
- Date Created From
- Date Created To
- User who the contact belongs to
You will know it is a filtered view of the notice on the right-side.
Now you can select only the Customers that belong to you for more focused effort.