Quick Search and Filters on Contacts

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.

This opens a search box to quickly filter the list of contacts which enables you to filter the Contacts:

  1. active, archived or all
  2. Type of Contact
  3. Month (which automatically populate the Date From and To)
  4. Date Created From
  5. Date Created To
  6. User who the contact belongs to

Click APPLY.

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.