The image and section below detail the Search tab found in the Contact Management tool.
The image above is interactive! Click on a button or section in the image to be quickly brought to the help content below.
Save This Search
Save This Search allows you to quickly access your current Search Results again in the future, sans the process of configuring every search filter.
To Save a Search:
Ensure your data fields have been filled out with your desired search criteria.
Type a label into the empty drop-down box to the left of the Save This Search button.
Click Save This Search.
Your new selection will then be accessible from the drop-down field mentioned in step 2.
Clear & Search
Clear allows you to erase your current Search Criteria and Search Results from the window.
Search allows you to use your current search criteria to find your desired results from the database.
The Search Criteria section consists of drop-down boxes with various options that you can choose from to help refine your search results.
|In the first column of drop-downs, select a field you want to search for.||Select Last Name if you know the last name of the contact you are looking for.|
|In the second column, select a delimiter. A delimiter helps tell the software exactly what you're looking for.||If you selected Last Name in the first column, you might select Equals in the second column; this tells the software that you are looking for an exact match, rather than a range (Between).|
|In the third column, type what you're looking for.||If the above examples are still being entertained, we could type in Wilkenson, because we know our contact's last name is Wilkenson.|
In the Search Results section, click the contact that matches your needs. You can only select one contact at a time.
Toward the top of the Search Results window are six columns that you can use to quickly identify each contact; there will appear one contact per row.
To select a contact, simply click the empty circle to the left of the ID field of the contact you wish to select.
If the contact you were looking for does not appear in the Search Results, simply reconfigure your search filters and search again.
Add and Delete Contact
When you have selected a contact from your Search Results, click Add Contact, and then Exit, to have the contact inserted into the worksheet. The contact will be inserted to the table to the right of the button you clicked to open the Contact Management window.
Delete Contact will permanently delete your selected contact from the database.