7.7.3. Search for Contact xTuple :
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7.7.3. Search for Contact
Prev  7.7. Contact  Next

7.7.3. Search for Contact

To search for a Contact, select the "Search for Contact" option. The following screen will appear:

Search for Contact

When searching to retrieve Contact information from the database, you are presented with the following options:

Search for

Enter any character or combination of characters you want to match, followed by the TAB key. The "Search for" field supports pattern matching with Regular Expressions. For more information on matching patterns using Regular Expressions, see Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Tip

Hitting the TAB key activates the search operation.

Search through

Specify which of the following criteria you want to include in the search:

CRM Account Number

Select to search by CRM Account Number.

CRM Account Name

Select to search by CRM Account Name.

Primary Contact Name

Select to search by Primary Contact Name.

Primary Contact Phone #

Select to search by Primary Contact Phone Number.

Street Address

Select to search by Primary Contact Street Address.

City

Select to search by Primary Contact City.

State

Select to search by Primary Contact State.

Postal Code

Select to search by Primary Contact Postal Code.

Country

Select to search by Primary Contact Country.

Show Inactive CRM Accounts

Select to show inactive Contact as well as active Contact.

Contacts

Display will show search results for Contacts, using specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

EDIT

Enables you to edit highlighted Contact. The edit screen is the same as that for creating a new Contact—except that when editing, the fields will contain Contact information. Double-clicking on a Contact will also bring you to the editing screen.

VIEW

Highlight a Contact and then select d this button to reach a read-only view of the "Edit" screen.

Right-clicking on a Contact in the Contact list enables you to select from the following menu options:

View

Highlight a Contact and then select d this button to reach a read-only view of the "Edit" screen.

Edit

Enables you to edit highlighted Contact. The edit screen is the same as that for creating a new Contact—except that when editing, the fields will contain Contact information. Double-clicking on a Contact will also bring you to the editing screen.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

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7.7.2.  List Contacts  Home  7.8. Address


 
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