Find a contact

The Contacts list shows every active contact. Search and filters narrow it down, and the address in your browser keeps them, so Back and bookmarks bring you to the same list.

Who can do this

Owners, and Staff whose Team has Open Contacts. Everyone who can open Contacts can read every contact, whoever added it.

1. Open Contacts — Go to Contacts. The cards at the top count all your active contacts: Total contacts, Customers, Vendors and Active leads.
2. Search — Type in Search contacts. The list narrows to contacts whose name, email or phone matches, as you type.
3. Filter — Choose a type (All types, Customer, Vendor, Customer & vendor) or a status (Active, Archived). Archived contacts show only when you choose Archived.
4. Use the cards — Press Customers or Vendors to filter to that type; press it again to clear it. Total contacts clears the type filter. Active leads opens the pipeline.
5. Choose a view — Use the view switcher to choose Table view, List view or Card view. Spine remembers your choice on this device.

Screenshot: The Contacts list in Card view, with the search box under the filters

The Contacts list in Card view, with the search box under the filters

Refresh the list

Press Refresh list beside the view switcher to see contacts your colleagues have just added or changed. “Updated just now” (then “Updated 2 min ago” and so on) says when the list last loaded. The list also refreshes when you come back to the browser tab after 30 seconds or more away. If a refresh fails, the list you had stays and you see “Couldn’t refresh the list. Check your connection and try again.” with Try again.

When nothing matches

• A search with no match says “No contacts match “…”” with Clear search.
• Filters with no match say “No contacts match these filters” with Clear filters, which also clears the search.
• With no contacts at all, you see “No contacts yet” and Add contact.

Find a contact from anywhere

Press Search… at the top of any page and type. Besides a name or email, you can find a contact by:

• 4 or more digits of a phone number, in any format (“555 0107”, “(555) 0107”). This also matches the phones of the contact’s people.
• A tax ID or GSTIN, or part of one. Case and spaces don’t matter.
• The name or email of one of its people, such as “Priya”.

When a contact is found by something other than its name or email, the second line says what matched, such as “Contact: Priya Nair”.

Tip

Long names and emails are cut short with “…” so the list stays tidy. Hover over one to see it in full.