The matelso platform offers several convenient ways to find contacts quickly—regardless of whether you are searching for a specific person, filtering by certain criteria, or regularly working with the same contacts.

This article shows you all the available ways to efficiently search, filter, and find contacts.

You will find complete step-by-step instructions below. A video is also available:

1. Search via the contact list page

There is a free search field on the contact list page. Here you can search for, for example:

• First name
• Last name
• Phone number
• Email
• or a variety of other contact-related fields

The list is automatically filtered according to your input.

2. Use filters on the contact list page

In addition to the free text search, you can narrow down the list page with detailed filters.

These are particularly useful if you are searching for specific contact extensions or multiple properties, e.g.:

• Combination of multiple search criteria
• Or conditions
• Web tracking data
• and much more

Filters can be combined as desired and reset at any time.

3. Navigation via the contact details page (scrolling)

If you are already in a contact details view, you can scroll directly between contacts using the forward and backward navigation buttons at the top.

This is particularly useful if you want to work your way through a list or check several contacts in succession.

4. Use the central search function

The platform-wide search function is located at the top left of the user interface.

It searches simultaneously:

• Contacts
• Companies
• Conversations
• Other relevant entities

As soon as you enter a search term, you will immediately receive matching suggestions.

This allows you to open a contact directly, regardless of the contact list page, or start a conversation immediately.

5. Save frequently used contacts as favorites

If you regularly work with certain contacts, you can mark them as favorites.

Advantages:

• Favorites appear in a separate list
• You can activate a separate dashboard widget that displays your favorites at any time
• No need to search again – direct access to important contacts

This is particularly useful for teams with intensive customer service or recurring calls.

Conclusion

The matelso platform offers flexible and efficient search options: from simple free text searches to detailed filters, central searches, and favorites functions. Depending on your working style, you can quickly find the right contact—whether you need them once or regularly.