To
do a contact search, you must have been granted the Customer-Contact Search privilege,
have created some customer groups,
and be able to view
the appropriate customer group or groups.
To search for contacts, complete the following steps:
Go to Customer > Contact Search.
The Contacts
Search screen opens. Show me
Filter your search by
using the scope selector in the top right corner of the screen. Click
the down arrow to choose to search across a portfolio, work zone, or customer group or select Orphaned if you want to find contacts not currently associated with any portfolio, work zone, or customer group.
Select from the options in the drop-down list beside the scope selection you made. Show me
Click the Show All Contacts button to see a list of all
the contacts that match the selected scope.
OR
Use the search features
to narrow your search even further.
Double-click an entry in the search results field to view the
Contact - Details screen for the corresponding contact.
