Search for a Contact

Fortis Gateway

Last Updated: August 20, 2025

Contact records are required to create Account Vaults.  You may also want to create contact records for other regular customers or account owners.  This article outlines the process to locate the record for an existing contact.

Here's an interactive tutorial

    

5 STEPS

1. This article will cover searching for a contact.

Step 1 image

2. Start by selecting Contacts from the left-hand menu.

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3. Use the type-in Filters to search for any of the contact's information. Then press Enter.

Step 3 image

4. That's it. You're done!

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