View source for Working with Contacts

The '''My Contacts''' tab provides a convenient method of displaying all the contacts for all the companies where you are the owner.

Use the '''contact''' features to display contact information rather than company information:

1. Click the '''My Contacts''' tab.

[[Image:Eps47.png]]
 
All the contacts at all the companies you own are displayed.

[[Image:Eps48.png]]
  
2. Click the letter '''F'''.

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The contact information that matches the last name is displayed.

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==Searching for Contacts==

If you wish to search for an applicant by name, use the '''Search''' text box.

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1. Type the '''start of the contact name'''.

[[Image:Eps52.png]]
 
2. Click the '''Find''' button or press '''enter'''.

The matching record is displayed.

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==Searching for Contacts by Custom Field Values==

If you have added any [[Custom Fields|custom fields]] to the company information, you can also search on those fields.

1. Click the '''Custom''' tab at the top of the '''Filter By''' panel.

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The [[Custom Fields|custom field]] list is displayed in the new combo box.  

==Displaying All Contacts==

You can also access contact information using the '''Companies''' tab.

This tab will provide you with a list of all contacts associated with the companies that you have permission to see, not just the companies where you are set as the owner.

You can also use this tab to create more advanced contact searches and store the search criteria as a named '''Filter''' for later use.

1. Click the '''Contacts''' tab.

All contacts across all companies that you have permission to see are displayed.

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You can use the '''Standard''' search box to search by any standard contact field.

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The '''Custom''' search tab functions in the same manner as the '''My Contact''' tab.

[[Category:Sales Tracking]][[Category:System Management]][[Category:Applications]][[Category:Contacts]]