Advanced Contact Search Options
Use this window to specify the contacts you want to search for.
You can define Attributes for the organization or contact. The search criteria that you specify in this window displays in the Contacts Administration screen, where you can save this search as a template in the Selection Display panel.
Fields |
Descriptions |
---|---|
Selections | |
First name |
Narrow your search by entering key terms in these partial search fields. |
Last name | |
Primary telephone | |
Contact title | |
Contact e-mail | |
Job code | |
Organization name | |
Organization city | |
Organization state/prov. | |
Organization types | |
|
|
Organization status | |
|
The Active status is selected by default unless you have a saved template that specifies otherwise. Contacts that do not have organization or employee contacts still display under the Active status. |
|
Select to display contacts with organization/contact attributes in your search results. The list boxes below become enabled. If you selected the Internal (employees) or None checkboxes In the Organization types section: Internal (employee) is selected: Contacts associated with an organization that has selected organization attributes will display in the list box. None is selected: Contacts that are not associated with organizations will not display in the list box. |
Find contacts with | |
All selected attributes Any selected attributes |
These list boxes are disabled until you select the checkboxes above. Use Ctrl + click or Shift + click to select multiple attributes, then click Select. When you select All selected attributes, Spectrum analyzes the vendors, customers, and other organizations associated with the contact to determine if every attribute that you selected is present. When you select Any selected attribute, Spectrum analyzes the vendors, customers, and other organizations associated with the contact to determine if at least one attribute that you selected is present. |