Contact - Search

Overview

Updated 07/07/2021

The Contact > Search section allows users to search and select contacts that match specific search criteria and filters.

 

Perform a Search

This set of instructions advises how to perform a search. For additional search configurations, see the Field Chooser and Search Option sections.

1. Select a Search Type. See the Search Type section for more information.
   Note: To set this search type as the default, click Set. 
   
   
   
   
2. Enter search criteria in the Search Criteria field.
   
   
   
   
3. Press Enter on the keyboard to conduct the search.
   
   
4. Double-click on an entry in the grid to navigate to the Contact > Summary page.

Search Type

The Search Type field defines the type of results that will appear as a result of the search criteria. 

Field	Description
Contact ID Search	Identification number for the contact.
Name Search	The name of the customer. Must be in the format of "Last name, First name."
Customer Agency Name	The name of the agency to which the customer is associated.
External ID Search	Identification number assigned to a contact by an external entity.

Navigate Between Recently Viewed Contacts

The Current Contact field displays the Contact that was last viewed in the Summary section. A list of all recently viewed contacts in the current session of the Core application are listed in the Current Contact drop-down menu. 

Use the Current Contact field to navigate between recently viewed contacts. 

Field Chooser

 

The Field Chooser allows users to select which columns of information display in the search grid. See the table below for descriptions of each column.

 

Click the field chooser icon, , in the upper-left hand corner of the window to display the Field Chooser window.

Field	Description
Branch	The branch with which the contact is associated.
City	City where the contact is located.
Contact ID	Identification number assigned for the contact.
Customer Contact	Indicates if the contact is attached to a particular customer.
Customer/Agency Name	The name of the customer or agency to which the contact is attached.
Dept. Name	The name of the department associated with the contact at the contact's attached customer.
Email	Email address for the contact.
First Name	Contact's first name.
Full Name	Contact's full name.
Last Name	Contact's last name.
Phone	Phone number for the contact.
State	The state or province where the contact is located.
Status	Indicates where the contact is in the sales process.
Street 1	Street address where the contact is located.
Street 2	Street address where the contact is located.
Title	The name of the position held by the contact.
Zip Code	The zip or postal code where the contact is located.

 

Search Option Panel

The Search Option Panel on the far-right of the screen offers additional search filtering options. Options set here will override standard search parameters.

The Search Option Panel has three sections of options: Only Show, Standard Search and Action.

 

 

 

 

Only Show Section

The Only Show section limits returned search results to show contacts that have a specific status, belong to a specific branch, or are limited to the specific user's contacts. Once a selection has been made, the search returns results that only match the selected option.

 

Field	Description
By Status	Isolate results to only a specific status.
Branch	Search for only a contact attached to a specific branch.
My Contact	Obtain results isolated to your contact only.

 

Options can be combined to search for contacts with a particular type of shared criteria. For instance, checking multiple boxes can produce search results only for contacts with a particular status or branch.

 

 

 

Standard Search Section

The options under Standard Search provide descriptions for advanced searches. Advanced Searches must still be set, otherwise the grid will appear blank. For more information on setting Advanced Searches, see the Actions Menu - Advanced Search article. 

 

Double-click on the search in the Description section to run and launch a separate window with the search results. 

Action Section

The Action section provides options to print or export the search results. Once the search results have been generated, the results can be sent to a printer as an image or exported into a Microsoft Excel file.  

Field	Description
Preview Before Printing	Checking this box prompts a preview of the page once Print Search Results has been clicked.
Fit width to pages	Determines the width of the printed grid.
Print Search Result	Click this button to send the search results to the computer's default printer.
Export to Excel	Click this button to open the search results in Microsoft Excel.

 

 

Troubleshooting

If search results are not generating as expected, check the configuration behind the Search Options tab on the right-hand side of the page. Search Options override standard search parameters. 

 

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