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.
- Select a Search Type. See the Search Type section for more information.
Note: To set this search type as the default, click Set.
- Enter search criteria in the Search Criteria field.
- Press Enter on the keyboard to conduct the search.
- Double-click on an entry in the grid to navigate to the Contact > Summary page.
The Search Type field defines the type of results that will appear as a result of the search criteria.
|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.
|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 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.
Please sign in to leave a comment.