In this video, I demonstrate how to enable address search for contacts, a new feature that allows searching based on a contact's address. By following simple steps like customizing the search settings and adding the street address column, you can now easily find contacts using their addresses. No action is requested from viewers in this tutorial.
Objective of this video is to show users how to enable the search feature to find contacts based on their address for easier access and organization.
Enabling Search for Contact's Address in the System
Introduction
Previously, search was limited to name, phone number, and email.
Now, the OfferBolt allows searching based on a contact's address.
Enabling Address Search
Hover over to the search option and click on customize.
Scroll down and select street address, then save and confirm.
Testing the Search
Return to the contact screen.
Add the address column to the search.
Type in the address (e.g., 123 Main Street) to test the search functionality.
Conclusion
Enabling the search by address feature makes it easier to find contacts.
Users can now quickly locate contacts by searching for their address.