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Search and Filter Directory (Windows)

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To view, search, and filter contacts in the Directory tool on a Windows device.

Things to Consider 

  • Required User Permissions: 'Read Only' and above on the project's Directory tool.


  1. Navigate to the Directory tab in the left hand toolbar on a Windows device.
  2. Contacts within that project will appear alphabetically by first name.
  3. You are able to search and filter contacts in two different ways:
    • Find contacts by typing names or companies in the search bar.
    • View by 'Name' or 'Company' by tapping your desired filter underneath the search bar. 
  4. Tap a name to expand the contact information.


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