Our Person Search feature is available with the following supported Integrations: ConnectWise, Autotask, Kaseya BMS, Salesforce, Highrise, HubSpot, Zoho, Infusionsoft, Base CRM, Agile CRM, Nutshell CRM, Pipedrive, QuickBooks Online, and Xero Beta.
By default, as you enter a customer's contact information in Quoter, it searches the People records in Quoter to find a match. The Person Search feature allows this functionality to extend to one of our supported integrations above simply by changing the Source in the Prepared For section as shown in the screenshot below:
Please note: Quoter will search both the contact and company for an address. The priority, however, is on the contact. If there's no address associated with the contact, the address associated with the company will be used.