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==Searching Overview==
You can search for people and companies from a variety of different locations within the system.
{| border="1"
|-
|Organization, Search People|'''Menu or Application'''|People: internal and external, related companies, standard and custom fields.|'''Search For'''
|-
|Communications|Organization, ContactsPeople|External people only - limited search capabilities|People: internal and external, related companies, standard and custom fields.
|-
|[[Universal Tracking Application]] > Contact Tab|Communications, Contacts|Same page as the ''Search People'' page|External people only - limited search capabilities.
|-
||[[Universal Tracking Application]] > Company Contact Tab||Same functionality page as the ''Search People'' page, but with companies.
|-
|Sales |[[Universal Tracking Application ]] > Company Tab||Same page functionality as the Company tab in the [[UTA]]''People'' page, but with companies.
|-
||Sales Tracking Application > Contacts Company Tab||Same page as the ''Search People'' pageCompany tab in the [[UTA]]
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||Sales Tracking Application > Contacts Tab||Same page as the ''People'' page|-||Sales Tracking Application > My Contacts||Limited to contacts associated with companies where the current user is the owner.
|}
==Using the Search People Menu==The '''People''' page is generally the most common page used to search for people and companies.
The page is divided into a number of areas:
* '''People List''' – this area will display people based on the selection criteria. Initially all contacts are displayed. The columns displayed for each person is controlled by the '''Edit View''' tab – only available to a {{LUA}} or {{GUA}}.* If you have in excess of '''50,000''' contacts in the system we recommend that you suppress the '''All Contacts''' view and only show the contacts that are selected by the application of a search criteria. You disable this list by using the [[Global Settings]], [[User & Contact Settings|User & Contact Settings]], '''Disable Preload People List'''.
* '''Search Window''' – this area is used to set the criteria for searching.
[[Image:Ssp3.png]]
* '''Apply Filter''' – You can save a search as a [[filter]] and apply without recreating the search.
[[Image:Ssp4.png]]
* '''Check for Duplicates''' – You can check for duplicates and create new contacts though the '''Check for Duplicates''' section of the window.
[[Image:Ssp5.png]]
[[Image:Ssp6.png]]
==Searching for Contacts==
When you wish to search for contacts you use the '''Search''' text box.
<u>'''Contact Type Combo Box'''</u>
[[Image:Ssp7.png]]
* [[Everyone]] – means both [[Internal|internal]] and [[External|external]] contacts.
* '''All Internal People''' – restricts the searching to just [[Internal|internal]] contacts
[[Image:Ssp8.png]]
The contents of this combo box will change based on the type of contact that you select from the first combo box.
* [[Everyone]] – all standard fields for contacts and companies are selectable.
* '''All Internal People''' – all standard fields for [[Internal|internal]] contacts and companies are selectable plus any [[Custom Field|custom fields]] that have been added specifically to [[Internal|internal]] people.
==Search Matching Criteria==
You can set the search so only part of the criteria needs be entered.
[[Image:Ssp9.png]]
<u>'''Criteria Text box'''</u>
[[Image:Ssp10.png]]
<u>'''Search within results'''</u>
==Contact Filter==
* [[Filter]]s are stored search criteria.
* Because the criteria is stored and not the results you can apply the criteria whenever you need to see the current data that matches that criteria.
* In addition, if you have access to the [[Email Broadcast|Email Broadcasting]] application you can use the [[Filters|filter]] to select the list of recipients.
* [[Filter]]s are stored in the [[User|user]] profile and can be deleted if no longer required.
* If you are in a [[Role|role]] with the [[Manager Permissions|Manager Permission]], '''Create Public Filters and Templates''', then you can permission the [[Filters|filter]] to be used by other people.
<u>'''Creating a Contact Filter'''</u>
[[Image:Ssp12.png]]
The Criteria is displayed above the contact list.
[[Image:Ssp13.png]]
2. Click the '''Save Filter''' button.
[[Image:Ssp15.png]]
3. Set the name to '''People in HR'''.
[[Image:Ssp16.png]]
The filter is displayed.
==Removing a Filter==
[[Filter]]s are stored in the [[User|user’s]] profile and accessed through the Settings [[Menu|menu]].
[[Image:Ssp17.png]]
2. Choose the [[Filters]] [[Menu|menu]].
[[Image:Ssp18.png]]
All the filters that you have created are displayed.
[[Image:Ssp19.png]]
4. Click the '''Delete''' button.