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. .
Solved
Contacts
- Contributor
- 1 reply
Best answer by zac.meyer
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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- Smokeball Team
- 67 replies
- Answer
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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