> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/membership-management-hub/search-crm-record.md).

# How to Search for a CRM Record

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).

### Instructions

#### Quick search (global)

Use the **Search Icon** (magnifying glass) in the top navigation bar. Type a name or email into the **Search People** field for a quick lookup across all CRM records.

#### Full search with filters

1. Navigate to [**CRM > View People**](https://control.peoplevine.com/customers).

> **Note (Pro Dash):** Navigate to **CRM > People > View People**.

2. Use the filters to narrow results (in order as they appear on the page):
   * **Search**: Type a name or email in the Search Customers field.
   * **Sort by**: Select a sort order from the dropdown — Upcoming Birthday, Upcoming Anniversary, Newest First, Oldest First, Most TouchPoints, Least TouchPoints, Recently Viewed, Oldest Viewed, Recent TouchPoint, Oldest TouchPoint, Recent Communication, Oldest Communication, Recent Page View, Oldest Page View, Recent E-mail Opened, Oldest E-mail Opened, Last Name (A to Z), Last Name (Z to A), Company (A to Z), Company (Z to A), Location (A to Z), Location (Z to A), E-mail (A to Z), E-mail (Z to A), Mobile (A to Z), Mobile (Z to A), Account Setup by Last Login, Recent App Installations.
   * **In Group**: Filter by a specific group.
   * **Customer Type**: Show All, Customer, Active Members, Staff, or Company.
   * **Account Owner**: Filter by the assigned account owner.
   * **Stage**: Filter by Lifecycle Stage — All, Contact, Prospect, Applicant, Guest, or Member.
   * **Age Low / Age High**: Filter by age range.
   * **Options**: Check "Only people without an e-mail" or "Only people without a mobile number" to find incomplete records.
3. Click **APPLY**.
4. Click the person's **Name** in the results table to open their CRM profile.

#### Quick report tabs

Below the filters, quick report tabs provide one-click access to common views:

**UPCOMING BIRTHDAYS** | **UPCOMING ANNIVERSARIES** | **ACTIVE MEMBERS** | **MOST TOUCHPOINTS** | **ACCOUNT SETUP** | **APP INSTALLED**

#### Results table columns

The View People table shows: Touchpoints, Photo, Name, Gender, Member, Applied, Dates, E-mail, Access, Location, Created On, Last Touchpoint, Last E-mail Opened, Last Communication.

### Best Practice

Use [**CRM > View People**](https://control.peoplevine.com/customers) when searching for anyone in the system — it includes all people (contacts, prospects, guests, staff, and members). Use [**MEMBERS > View Members**](https://control.peoplevine.com/membership/0/members) when you specifically need to find a member by membership status or program. See: [How to Search for a Member](/products/control-panel-overview/membership-management-hub/search-member.md).

### What Happens Next

* **Next step**: [How to View a Member's Profile](/products/control-panel-overview/membership-management-hub/view-profile.md) or [How to Create a CRM Profile](/products/control-panel-overview/membership-management-hub/create-profile.md).

*Last updated: 2026-05-24*


---

# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.peoplevine.com/products/control-panel-overview/membership-management-hub/search-crm-record.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.