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Locate a Contact

Locate a Contact

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Locate a Contact

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Important: Contacts can be located by two different methods.

 

1.Click the Contact tab. The Contact home screen will display.

2.Click the Locate tab:

a.Enter the criteria you'd like to use for your search.

 
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b.The Advanced Search gives you the ability to search within the Custom Contact Fields.

i.Select an item from the Advanced Search drop-down list.

c.Click the Search button. Find the Contact in the search results and click the corresponding link. Note: Search options will collapse after the search is complete. Click the Search Options Header Row to modify your previous search options for another search.

3.Or use the Quick Search at left of the Contact home screen:

a.Search by entering the name, Account, Account number, or email of the Contact. Results will start display as the entries are being typed.

 
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4.Select desired Contact. The Contact screen will be displayed.

 

 

 

 

See Also

Create a Custom Field for Contacts

View and Edit a Contact