Trying to Find Contact in P3 by Address?

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Discussion Overview

This thread explores methods for finding contacts in P3 by using address information, particularly in relation to receipts that participants cannot easily associate with specific shows or clients.

Discussion Character

  • Anecdotal
  • Technical explanation

Main Points Raised

  • One participant shares their experience of struggling to identify a receipt from the post office due to a lack of clarity on which show it was related to.
  • Another participant mentions a method of using the "Reports-> Shows-> Host List" feature in P3 to filter by month and address to find relevant contacts.
  • One user discusses their own challenges with organizing receipts and matching them to credit card statements, noting discrepancies in dates.
  • Another participant recounts successfully recalling a contact after reviewing a report, highlighting the importance of follow-up communication.
  • One participant suggests exporting contacts to Excel for easier searching by town, offering a practical solution for managing contact information.

Areas of Agreement / Disagreement

Views differ on the best method to find contacts by address, with no clear consensus on a single approach being preferred.

Contextual Notes

Participants share personal experiences related to managing receipts and contacts within the P3 system, reflecting varying levels of organization and familiarity with the software.

Who May Find This Useful

Consultants looking for strategies to manage their receipts and contacts in P3 may find the shared experiences and methods helpful.

babywings76
babywings76
Gold Member
Messages
7,266
I'm going through receipts and I'm embarrassed to admit that I have a receipt from March that I can't figure out what it's regarding. It's my receipt from the post office. Going by the date, I can't figure out whose show it was from, because the town it was shipped to isn't one that belongs to the hosts I had that month. Is there a way of searching through P3 by town, so I can see who I know from the town that is listed on my receipt? It's throwing me off because it's a parcel instead of just a First Class large envelope. I cannot for the life of me recall this situation. It didn't cost a fortune, so it's no big deal if I can't figure it out. It's just driving me crazy that I shipped something and I can't remember what it was. :D
 
Not sure if this is what you are looking for, but I was able to go to "Reports-> Shows-> Host List". Then you can narrow it down by the month, and in the Display Options, check the "Address" box. When the report comes up, you can search for the zip or city or something that you have from the receipt.But you should still be able to count it as business expense on your taxes, even if it isn't associated with a show. I never am that organized with my receipts!!
 
  • Thread starter
  • #3
I keep thinking that I need a better system. Right now I just save all receipts in a file. Then I compare them w/ my Visa statement. But sometimes there's things on my cc statement that I can't find receipts for. So it's a hassle and it drives me crazy. :DThe dates on a CC statement aren't always accurate, either. So my receipts from the post office say one thing and the cc says something else (because of the post date and the transaction date).But this mystery expense is baffling me. I just can't think who I know from that town.
 
  • Thread starter
  • #4
Aha! I did the contact report and just scrolled through, glancing at the address. Now I remember. It was someone I met at a show who wanted info on the business. But then she never returned my calls, or e-mails. Eventually she moved. So I lost contact w/ her. How sad is that, that I forgot her name!
 
You can also export your contacts to Excel, then sort by that column and scroll down alphabetically -or- highlight the town column, do ctrl+F (which will pop up the "find" command) type in the town name and search the document for it that way.
 

Frequently Asked Questions

How can I find a contact in P3 using their address?

You can find a contact in P3 by navigating to the 'Contacts' section and using the search feature. Enter the address details in the search bar, and the system will filter the contacts based on the information provided.

What should I do if I can't find a contact by their address in P3?

If you can't find a contact by their address, double-check the spelling and format of the address you entered. Ensure that you are using the correct city, state, and zip code. If the issue persists, the contact may not be in the system, and you may need to add them manually.

Is there a specific format for entering addresses in P3?

Yes, when entering addresses in P3, it’s best to follow the standard format: Street Address, City, State, and Zip Code. This helps ensure that the system can accurately recognize and locate the contact.

Can I search for contacts in P3 using partial address information?

Yes, you can search for contacts using partial address information. Enter as much of the address as you have, and P3 will return any matching contacts that include those details.

What if I need to update a contact's address in P3?

To update a contact's address in P3, locate the contact in the 'Contacts' section, click on their profile, and select the 'Edit' option. From there, you can update the address information and save the changes.

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