Skip to help content
TamaamHelp center
Sign in

Find a missing client or contact

Check views, engagement, record type and associations before recreating anything.

People managing client relationships1 min readVerified
On this page

Find a client account

  1. Clear Clients search and filters.

    Expand folded engagement groups.

  2. Open More → Everything.

    Check Dormant for a relationship that is no longer active.

  3. Search by company, contact or client code.

    Distinguish similarly named accounts before editing.

  4. Check with the account lead.

    Ask them to confirm the expected record and your access.

Clients list grouped by engagement with health, account lead and overdue columns
Choose a built-in view or open the account you need to review. Select the image to view it larger in a new tab.

Find a person or company in Contacts

Choose Everyone rather than Known by me, People, Companies or At clients. Check More → Not linked and Suppliers & collaborators when appropriate. Clear Company and Linked as filters. A person appearing on a client’s People page might still need Add to Contacts.

Contacts directory with people, companies, relationship labels and known-by columns
Use directory views and relationship facts to find the right person or company. Select the image to view it larger in a new tab.

If the record still cannot be found

Contact support with the module, record name or code, selected view and expected result. Mention the last action taken and whether colleagues can see it. Keep private emails, phone numbers, credentials and full client messages out of the initial request.

Keep learning

Manage client contactsFilter and save client viewsSearch and filter contacts

Need a clarification? Tell us what you were trying to do below.

Was this article helpful?

Need help with your workspace?

A support request lets the team reply to you directly.

Get help with this article