Contacts - Searching for a Contact


Step     Action

  1.       Select {CRM} and then select the Contacts tab.


  2.      The search criteria that can be used include:

Field
Action
Contact Name
Enter in the full or partial Contact Name of the contact. 
Customer Name
Enter in the full or partial name of the Customer Name. 
Customer Number
Enter in the full or partial name of the Customer Number. 
Title
Enter in the full or partial Title.
Phone
Enter any or all digits of the Phone number. 
i.e. If you enter ‘5’, it will bring up all phone numbers that contain a 5. If you enter just the area code ‘519’, it will bring up all the phone numbers that have that area code. 
Email
Enter in the full or partial Email address.
ZIP/Postal Code

Enter in the full or partial ZIP/Postal Code.
Country
Select Country from the drop-down menu.

Region
Select Region from the drop-down menu.

Letter
Select a letter from from the alpha box below Letter.

Note: As soon as a letter is selected, a search will be done bringing up all customers whose name starts with the selected letter. Any other search fields with data entered will also be applied to the search.

Tags
Select one or more Tags from the drop-down menu.

Note: Utilizing this search criteria will not filter results to find customers with all selected tags. If multiple tags are selected, search will include all customers with at least one of the selected tags.

Roles
Select one or more Roles from the drop-down menu.

 

  3.      Once Search criteria has been entered, select {Search}. To clear all 

           search criteria, select {Clear}.



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