Contacts · How-to
Find a client in the list
Search, filter and sort the client list, and page through a long one without losing your place.
Type in the search box
Open Contacts and type in “Search contacts…”. It looks at first and last names, email, phone and company, and the list narrows as you type.
Filter by a tag
Open the tag menu next to the search box and pick a tag to see only the clients who carry it. Choose “All tags” to see everyone again.
Filter by your own fields
If your workspace has added fields of its own, the ones that hold a choice, a yes or no, a number, an amount or a date appear as filters. Pick a value, or for numbers, amounts and dates enter “From” and “To” and press “Apply”. Text fields are not offered as filters.
Sort the list
The sort menu orders the list “Newest first”, “Oldest first”, “Name A–Z” or “Name Z–A”.
Page through a long list
The list shows 25 clients at a time. Use the page numbers under it, or pick “50 per page” or “100 per page” in the menu beside them. Your search, filters and page are part of the page’s address, so a refresh or a link sent to a colleague shows the same view.
On a phone
The filters fold into a “Filters” button beside the search box; the number on it shows how many are switched on. The list turns into cards, one per client.
Common questions
- Why is a client missing from my list?
Usually a search or filter is still on: clear it and look again. Otherwise the client may be outside what your role lets you see, for example one a colleague owns or one who booked online and has no owner yet, or they were merged into another card as a duplicate.
- How do I find a client on the phone?
In Setvos Business, the Clients tab searches by name, phone or email; spaces in a phone number do not matter. The chips under the search choose All or one of your tags, and the sort chip goes through Newest, Oldest, Name A–Z and Name Z–A. Filters is built from your custom fields, plus Visits from and to for people who can see bookings. Each row shows the photo or initials, a Blocked badge, the job and company or the email, two tags and “+N”, the number of visits and the owner. Swipe a row to Call or Text: Text is missing for a client who asked not to be texted or is blocked, and both use the phone’s own apps, so they work offline too. Touch and hold a row for Select, to delete several clients at once. When the filters match nothing, “Nothing matches” offers “Clear filters”. On an iPad the record opens beside the list.
Read next
Contacts: your clients and the companies they work for
Keep one card per client with their history, notes, tags and files, find anyone in seconds, and keep the list free of duplicates.
Tag clients and filter by tag
Mark the clients you treat differently, such as VIP, allergy or do not call, and find them again in one click.
Add your own fields to contacts, companies and deals
Add the details Setvos does not ask for by default — a car registration, an allergy, a contract number — fill them in on contacts, companies and deals, and filter lists by them.
Find anything with ⌘K
Press ⌘K (Ctrl+K on Windows) on any screen to search your records, jump to a module, find a help article or start a common task without leaving the page.
More in Contacts
- Add a client by hand
- Work with a client’s card
- Keep a client’s children, pets and vehicles
- Merge duplicate clients
- Block a client from booking online
- Export or erase a client’s personal data
- Import or export your client list
- Keep a record for each company you work with
- Work with a company, merge or delete one
- Contacts: questions people ask
Open in Setvos
Signed in? This article is also in the Help menu of the app.
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