Cornerstone

Select “Contacts” located on the grey toolbar at the top of the page. Click “Import Contacts” on the right side of your screen under “Take Action” Click ...

1. Click “Contacts” on the grey toolbar at the top 2. Click "Search Contacts" on the right under “Take Action” and enter search criteria to find ...

From your main dashboard, select “Contacts” on the top toolbar. From your contact list, click anywhere on the contact’s information to view it in detailed...

From the List View of your contacts page, click on “Search Contacts” under Take Action. Fill in search criteria such as “Source” and “Type.” Use the sear...

From list view, select “Search Contacts” under Take Action. For search criteria such as first name, company, address, etc. you will be able to select di...

1. From list view, select “Search Contacts” under Take Action 2. Scroll down to “Birth Date” and select your search criteria from the dropdown. Se...

From list view, select “Search Contacts” under Take Action Selecting the field next to date added will produce a dropdown. Selecting “On” will only show ...