Goal
Efficiently search for and filter contacts within Kato, enabling you to quickly locate specific individuals or groups based on relevant criteria.
Why
Understanding how to use the search and filter functions to manage your contacts with ease and improve your workflow.
How to manage and filter your contacts and companies
Contacts
Use the left navigation to jump into your Contacts (it's likely these will be your applicants, agents, landlords and freeholders that you've added when using the system).
Add assigned users to your contacts so you can create a saved view based on your preferred/ assigned contacts and companies. This allows you to the opportunity to access this information as quickly as needed.
Companies
Use the left navigation to jump into your Companies (it's likely these will be your applicants, agents, landlords and freeholders that you've added when using the system).
Search & filter result
The best way to find the Company or Contact you want to update is to use the text search:
You can use advanced search filters to have a deeper dive, for example show me all contact associated to a marketing list.
