How To Use Contacts in ResBook
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      How To Make An Advanced Search For Contacts

      Contacts - Advanced Search

      The Customer Relationship Management Interface (CRM) has an advanced search function to filter your search results further and get you to a particular contact.


      To find a contact using the advanced search function follow the steps outlined below:

      Step 1: Select [Contacts].
      Step 2: Select [Advanced Search].
      Step 3: Select the Contact Type in the 
      drop-down list.
      Step 4: Select filter in the drop-down list.

      Name: First name, Last name, or First and Last name
      E-mail: Full email address
      Contact numbers: Home, mobile, office, and fax numbers
      Company name: Company name supplied to the contact
      Address: Address line 1, Address line 2, Town, Region, State, and Postcode
      Country: Drop-down list provided
      Step 5: Add in the search term and click [GO].

      Please note:

      • Advanced search requires filter and search terms to be filled in before performing the search.
      • The text is space-sensitive. E.g. If phone numbers or names have been searched with spaces that are not saved in the CRM as such, then search results will return no results.