Select Utilities/Search Contacts or click the down arrow in the Data Bar of most screens.
Use Search Contacts to obtain a list of all contacts based on the filters set on the right portion of the screen.
All - All contacts. Results in list will appear immediately.
Customer - All contacts that have Customer selected in the Contact Manager. Results in list will appear immediately.
Employee - All contacts that have Employee selected in the Contact Manager. Results in list will appear immediately.
Vendor
- All contacts that have Vendor
selected in the Contact Manager.
Results in list will appear immediately.
Other
- All contacts that have Other
selected in the Contact Manager.
Results in list will appear immediately.
Quick Search and Advanced Search - Quick Search preforms the search in just a few seconds but only includes columns for basic contact information. Advanced Search can take several minutes but returns many more columns of contact information.
Use the following criteria fields on the left of the screen to filter the search:
Organization - Select Organization from drop-down list. Locates contacts that have been identified with selected Organization only. Items in list are those that have been created for contacts in the Contact Manager. Results in list will appear immediately.
Status - Select Status from drop-down list. Locates contacts that have been identified with selected Status only. Items in list are those that have been created for contacts in the Contact Manager. Results in list will appear immediately.
Search by text - Enter any text string (alpha or numeric) to search all data fields of the contact database for records matching the other filters.
Click the Search button to begin the search.
Sort by Column Heading - Click on any column heading to sort the list by that field.
Customize the Columns - You can rearrange and hide columns, if desired, using Column Configuration.
Drill Down in the results grid - To edit a contact record, double click with your mouse anywhere on the row of a contact.
Print - Click
Print to print the results
of the search as displayed in the grid. Due to variations in screen
resolution and print drivers, the columns may not print the same width
as displayed. If the columns are not printing the same width as
you see on the screen, you will need to change the Print
Offset. To change the Print
Offset, click the Options icon 
. Increase
the number to increase the printed width and decrease the number to decrease
the printed width. Once this is set for your system printing will
be WYSIWYG.
Export - The results of a search can be exported to one of three text file formats:
Enter the path and file name in the field at the bottom of
the dialog or use the 
button to use the Windows Explorer
file dialog screen.
Use the Memorize search section to save and restore saved search configurations.
-
Set the filters and customize the columns as desired and then save the entire configuration by typing a name for the configuration in the upper box and clicking Save.
To restore a saved configuration, highlight the name in the lower box and click Restore. This will restore the configuration but the search will not begin until you click the Search button.
Use Merge contacts to combine all transactions associated with two or more contacts into one contact and delete all contacts except the one the transactions are merged into. Be sure to keep the contact with the most complete contact information. Check the contact information for all contacts using Setup/Contacts to make sure all important information is recorded on the Contact tabs of the contact you will be keeping as all of the information on the tabs of other contacts you are merging will be lost.
Using your Mouse, click on the row of a contact to be merged and then click Add Contact at the bottom of the screen. Repeat this until all contacts to be merged are in the Merge list.
Highlight the contact in the Merge list that you want to keep (the one you want to merge the others into) and move it to the top of the list using the Shift+Arrow keys.
Click the Start Merge button at the bottom of the screen to merge the contacts.
You will be asked to confirm the contact that the others will be merged into. Be careful to look and make sure this is correct.
You will be prompted to back the file up first, which is recommended, as the merge action cannot be undone.
Click the icon on the Data
Bar for Search Contacts
Options.
Print Offset - Due to the variations in printers, column widths do not print the same as they look on the screen. Use Print Offset to adjust for these differences. Increase the number to increase the printed width and decrease the number to decrease the printed width of columns. Once this is set for your system, printing will be WYSIWYG.
Live Update
- Yes causes items in the
results grid to update automatically when a contact record is changed
in another screen or by another user.
When this is set to NO,
updates to contact records are not made until you click Search.
Open with
Search - Yes
causes the screen to open with the default (current month) search. No causes the screen to open
with no search.
Setting this to No will
make the screen open much faster.