To locate a specific contact record, you may enter a search criteria for the contact, or you may select the contact that you want from the contact tree bar.
To load all contacts into the tree bar, click
To clear the search result, click
To run a narrower search, type a search criteria into one or more of the fields in the contact view area and hit Enter or click
NLS 5.6 and later
Click Advanced Global Search to open a dialog to search only in one particular field.
Enter a search criteria into one of the fields and click Search to search only in that one particular field.
NLS 5.26 and laterSearches can be restricted to one particular branch by selecting the branch from the Search by Branch drop down list. This is available only when Branch is enabled and this option has been enabled in Setup > Contact Setup > Defaults > Miscellaneous.
ExampleTo run a query of all contacts where the last name begins with the letter A, click Name and enter A in the Last name field of the Full Name window. Click OK. Click
For more information on increasing the efficiency of your contact searches, see Search Criteria Metacharacters.