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Contacts

  • 2 August 2022
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Userlevel 1

I want to be able to search contacts by categories, i.e. life planners or accident reconstructionist.  I can figure out how to add the persons expertise so i can search by that expertise.  I often forget their name ut know their specialty. . 

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Best answer by zac.meyer 2 August 2022, 05:03

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Hi there. Have you thought about creating a contact tag and then using that contact for expertise? In the contact card, in the upper right hand corner will be a plus button. This is where you can enter contact tags and to view them more in depth, go to the Contact screen on the main page 

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