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Contact Search |
  
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Contact Search |
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The Contact Search feature allows you to easily search for a contact in the list of your company contacts. Follow these steps to search for a contact:
| 1. | On the Contacts page, enter the desired search criteria in the search form, located in the navigation bar of the screen. |
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| Contact Search |
| 2. | After specifying the search criteria, click Search. |
The Search fields are explained in more detail in the table below:
Field Name |
Action |
First |
Enter all or part of the first name here. For example, if you are looking for a contact whose name contains "Albert Einstein", but you cannot remember the full name, enter the following: Albert This locates all the contacts whose first name contains "Albert". |
Last |
Enter all or part of the last name. |
Address |
Enter the address of the contact. |
State |
Select the state in which you want to search for a contact. |
City |
Select the city name from the drop down list. |
Phone |
Enter the whole or partial digits of the phone number. This locates all contacts whose phone number contains the specified digits. |
Type |
Select the type of contact that you want to search for (e.g., property manager). |
If contacts matching the search criteria are found, the contact information (Last Name, First Name, Role, Work Phone, Mobile Phone, Home Phone, E-mail, etc.) is displayed on the Contacts page.
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| Contacts Search Result Screen |