Contact Search

Walkthrough

The step by step instructions below are just as guidance and does not go through all options, see more information at the bottom of this topic for more in depth details

 

Step 1 - Open Contact Search / List Area

Step 2 - Open a New Contact Search

Step 3 - Search Builder Overview

*** Distance Search requires a licence please see Distance Search section for more details

Step 4 - Search Skills

Step 5 - Text Search

NB:- This will search text documents attached to the contact record

 

 

Step 6 - Advanced Search

Advanced Search toolbar

 

Step 6 cont. - Searching

Step 6 cont. - Advanced Searching

Step 6 Advanced Searching cont. -

 

Step 7 - Distance Search

Distance Search licence is required, see Distance Search section for more details

 

 

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Example Searches

Need more information, click below:

Search Results

See the Search Results section for more details

Ad Hoc Searching

See the index for Ad Hoc Searching

 

 

 

Click to access System Status