Contact record search
To find contact records quickly and easily, you can enter many types of information in the search box of the left sidebar.
The contact record information for search that you can enter is as follows:
- Code
- First name
- Last name
- First name of the Secondary Contact
- Last name of the Secondary Contact
- Business name
- Website
- Email addresses
- Mobile phone numbers
- Landline phone numbers
- Fax numbers
- The name of a contact method
- Physical addresses
- Postal addresses
- The information of custom fields added to the record
Tip: The available types of information mean that you have many possible methods to find a contact record. For example, a staff member could accidentally enter an incorrect first name for a client. But if you know the address of the client, you can find the record.
When you use the Contacts primary tab to show product records, the search box of the left sidebar shows a set of tabs:
This table gives each tab and the search results that it shows:
| Tab | Function |
|---|---|
| Active | Shows enabled records. |
| Bus | Shows records that have a Contact Type of Business |
| Ind | Shows records that have a Contact Type of Individual |
| I/A | Shows disabled records. |
| All | Shows all records. |