How to Use the Contact Search

Eleo’s Contact Search is available for you when searching for any fields within the Contact Records. Here are the step-by-step instructions on how use the Contact Search in Eleo:

1) Navigate to Contacts > Search Contacts.

2) Click on the + symbol to expand your searching capabilities. All fields available in the Contact Record will now be available for you to search by.

3) Fill out or filter by typing in and/or selecting from the options (Ex. dropdowns, checkboxes, etc.) to narrow your results. In the example below, the Contact Type for Individuals was selected.

4) Click on the Search button to populate your results.

a. Please note that your Total Results will depict the number of available records for what you searched by. You can download these in either PDF, Excel, or CSV format.

You have now successfully searched in Eleo using the Contact Search! If you have questions about this process, please do not hesitate to contact our Eleo Support Team at 1-844-676-ELEO (3536) or at Support@EleoOnline.com.

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