Searching For Contacts

There are two ways to search for Contacts:

A.

1. Click the Search CRM button to use the CRM Quickbar.

2. Type in one or more fields to search as you type and view results to the right.

3. Click on the Contact's Name to view their information.

 

B.

1. Select Contact from the Search For drop down menu.

2. From this view you can search the fields in the default CRM Search area or click the Advanced Search link for more search field options.

3. Enter the information to be searched for, and click the Search button. Search results will be displayed below.

4. Select the Contacts Name from the list of search results to view or edit their information.