Before you start
- Sign in and choose the intended workspace.
- Your current access must allow Contacts and the records you want to view.
Who can follow this: King, Agency owner, Agency administrator, Workspace administrator, Workspace member.
Follow these steps
Use Studio in your desktop browser. Labels below match the controls in the app.
Search contacts...
Enter a name, phone number or email in the search field. Wait for the matching results.
Filters
Open the filter panel to narrow the results by the available criteria. Check active filters before assuming a person is missing.
Columns
Choose which contact fields appear in the table, then inspect the matching person before opening their record.
What you should see
You have identified a matching contact within your authorized workspace. Search and filtering do not edit contact records.
If something gets in the way
No matching contacts appear.
Check the workspace, spelling, search text and active filters. Clear filters and search again; record permissions may limit the results.
The contacts request fails.
Use Retry in the contacts error message. A saved-list error has a separate Retry saved lists control.
Column choices do not persist.
If browser storage is unavailable, the page applies columns for this visit only.
Stay in control
- Do not export, edit, delete or bulk-select customer records as part of a search walkthrough.
- Contact visibility remains permission checked; this guide grants no additional access.