Contact searches are available at the contact grid. Click the Searches link above the contact grid to open or close the left pane where the list of available searches display by category. ‘General’ is the only category available at the contact grid.
There is one predefined search:
•Contact Quick Select
Notice as you move the mouse over a search title in the list, Add and Replace buttons will display. The buttons allow you to add a new search or replace an existing search. All searches display at the top of the grid as a tile, which allows you to edit or remove the search.
When you click the Add button next to a search title, the search will be added to the search tiles already in place, or you will get a message if a tile for that search already exists. The ‘Contact Quick Select’ search allows you to select from a drop down list exactly what you want to search for.
Using the predefined Contact Quick Select search:
1. Click the ‘Searches’ link to open the left pane.
2. Move the mouse over the search ‘Contact Quick Select.’
3. Click the Add button, or click the search name.
4. A window will display that allows you to search by status, type, and keyword. You may search by all or a combination of fields, but you must enter at least one.
5. Click the Apply button. Notice that the Apply button will not display until at least one search criteria is entered.
6. At the top of the grid you will see a tile for ‘Contact Quick Select.’
7. ‘And’ displays on the ‘Contact Quick Select’ tile. This indicates that the contacts who now display on the grid meet the search criteria entered on the ‘Contact Quick Select’ search. You may click this button to change to ‘or,’ ‘and not,’ or ‘or not.’ Changing the operator will change the records returned in the search.
8. If you wish to edit the ‘Contact Quick Select’ search, click the edit icon (the pencil) on the tile. This will display your original search. The search criteria may be changed, or you may add to the existing criteria.
9. Click Apply. The list of contacts will update, depending on the new search criteria.
Using the Replace button
1. Move your mouse over the ‘Contact Quick Select’ search title, and click the Replace button.
2. A new ‘Contact Quick Select’ window will open.
3. Enter the search criteria.
4. Click Apply.
5. A search tile with the new search criteria has now replaced the original tile.
To learn more about creating your own searches, go to Search.