Search for a Contact

1. On the left, click the Contact Management navigation button to open the Contact List page.
2. In the View list, select the type of contact: Individuals, Producers, Businesses or Trusts.

3. Search for the contact.

   1. In Search for Contacts, type the beginning letters of the contact name.

   2. Press Enter or click to display all matching search results in the Contacts grid.
4. In the Contacts grid under Name, click the contact name to open the Contact Information pages for the contact and add or edit contact information or open cases for the contact. For instructions, see Contact Information.