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Working with Contacts

210 bytes added, 15:54, 12 December 2007
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1. Click the '''My Contacts''' tab.
 
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All the contacts at all the companies you own are displayed.
 
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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'''.
 
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2. Click the '''Find''' button or press '''enter'''.
The matching record is displayed.
 
[[Image:Eps53.png]]
==Searching for Contacts by Custom Field Values==
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.
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.
 
[[Image:Eps56.png]]
The '''Custom''' search tab functions in the same manner as the '''My Contact''' tab.
[[Category:Sales Tracking]][[Category:System Management]][[Category:Applications]]
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