Contacts view
Contacts view allows you to search for contacts saved in the system. You can either perform a completely new contact search, or utilize the contact searches saved earlier. Contacts view also allows you to export the data as XLS or PDF or generate a report from the search view.
Searching for contacts
Contacts view allows you to search for contacts in different ways. You can:
Quick search by typing in your search criteria into the available field.
Click "Show all" and search through filtering.
"Show extended search" and define your search criteria in the available fields.
Access one of the saved search tabs to do a pre-defined search.
The contacts found are listed in the table. You can change the order by clicking on one of the column headers: the arrow next to the column header indicates that the contacts are ordered based on the values in that column. The search result is divided into columns, and you can choose which columns you want to use from the upper-right corner of the screen.
You can also save the search for later use as a new tab sheet on the Contacts view. Saving the search saves the search criteria, and the search with the search criteria is conducted again every time the saved search is opened.
Double-clicking a contact from the search result opens the contact information in the Contact window for viewing and editing.
Processes
In addition, you can perform different processes against the contacts searched on the Contacts view. These processes are shown on the bottom of the Contacts view as buttons. These processes are always started against a contact search: the processes affect the contacts searched on the view.
Processes configured against "contacts" are visible at the bottom of the Contacts view.