Define Business Structure › Contacts › Search Contacts

Search Contacts

You can use filters to restrict the display of contacts to only those that match certain criteria.

Note: If multi-tenancy is installed, the list page displays Tenant and Public Data settings in the search filter. Public Data can be Excluded or Included with Tenant data; Only searches for public objects exclusively. On detail pages, select the appropriate tenant from the list. If you select <empty>, the object is public.

Note: If multi-tenancy is installed, the list page displays a Tenant setting in the search filter. On detail pages, select the appropriate tenant from the list.

To search for a contact

1. Select Search, Contacts on the menu bar.

   The Contact Search page appears.

2. Complete one or more of the search fields.
3. (Optional) Specify additional selection criteria.

   Note: You can click the More icon to display the Additional Search Arguments field. This field is intended only for expert users who understand SQL and Majic and can use it to specify search arguments that are not available in the standard search filter fields. You can enter a SQL WHERE clause in this field to specify an additional search argument.

4. Click Search.

   The Contact List page displays the contacts that match your search criteria. You can select a contact to view or edit.