Skip to main content

Search and Filter Directory (Windows)

Also available on      


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.
    Note: Contacts within that project will appear alphabetically by first name.
  2. 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 clicking your desired filter underneath the search bar. 
  3. Click a name to expand the contact information.