ResBook Contacts - 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: Use the navigation menu across the top of the ResBook site and 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].

Finally, ResBook will search your database to return the best results in the contacts column.

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.

Get to know ResBook and how it can save you time

With a decade old digital agency backing us, our team are regularly producing video to help you take on the world! From tips and tricks with ResBook, to useful software providers all the way to industry trends we are here to share what we know.

Stay tuned here for regular video updates!