Using the Advanced Filters (Additional Fields)

1. Begin by navigating to the sidebar and selecting Contacts, then Contact List.

2. Once on your contact list page, locate the Advanced Filters on the left-hand side.

3. Within the Advanced Filters section, you'll see Additional Fields. Click on the ✚ icon to expand this section.

4. Within the expanded Additional Fields menu, utilize only the uppermost -- Select Field -- drop-down menu and select Email Address.

5. Now, below the selected field, you'll find a blank space where you can either paste or manually input the desired email address. Once entered, simply click on Search to complete the process & that's it!

 

Using the Search Bar

1. Navigate to your Home Dashboard and find the search bar labeled Search by Name positioned in the upper left-hand corner.

2. Click on the downward arrow⌵ situated at the far right of the search bar & select Email from the dropdown menu.

3. Input the email address in the search bar and select a result from the dropdown to automatically redirect you to your client's contact summary page, that's it!