JobsiteOn

Search and Filter Contacts

Find any contact quickly using search, tag filters, and column sorting to navigate your customer database efficiently.

Ava Martinez
Written by Ava MartinezUpdated over a month ago2 min readBeginner

What this guide covers

This guide explains how to search and filter the contacts list in JobsiteOn. You will learn how to use the search bar, apply tag filters, sort columns, and combine these tools to find any contact in your database.

  1. Navigate to /contacts.
  2. Click the search bar at the top of the list.
  3. Type a search term. You can search by:
    • First name or last name
    • Email address
    • Phone number
    • Company name
  4. Results update as you type.

Screenshot: The contacts list search bar with a partial name typed and matching results displayed.

Filtering by tags

  1. Click the Tags filter above the list.
  2. Select one or more tags to filter by.
  3. The list shows only contacts with the selected tags.
  4. Click a tag again to deselect it.

Filtering by status

  1. Click the Status filter.
  2. Choose Active or Archived to control which contacts appear.
  3. By default, only active contacts are shown.

Tip: If you cannot find a contact, check the Archived filter. The contact may have been archived.

Sorting the list

Click any column header to sort:

Click the same header again to reverse the sort direction.

Animation: The contacts list being sorted by company name, grouping all contacts at the same company together.

Combining search, filters, and sorting

Use all three together for precise results:

  1. Type "plumbing" in the search bar.
  2. Apply the "Commercial" tag filter.
  3. Sort by Created to see the newest contacts first.

This gives you all commercial contacts related to plumbing, sorted by how recently they were added.

Best practices

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