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Common Functionality
2 Type an entry in any of the available fields: Contact Last Name, Contact First Name,
Phone, Email, Postal Code, and Organization. You may enter the entire value or just the
first few characters.
Tip
The Recent Contacts section of the Contact Search window also displays a list
of recently opened contacts you can select.
3 Click the drop-down menu for CRM State and select any or all of the following options:
Select All, Service State, Marketing State, and Sales State.
4 Click the Search button. The contacts that match the search criteria are returned on the
Contact Search window.
Note
If no contacts match the search criteria you entered, click the New Contact button at the bottom left of the window. The New Contact window opens and is
populated with any search terms you entered in the First Name, Last Name,
Email, Phone, and Postal Code fields. If you are adding a secondary contact to
the record, the organization name and address from the primary contact are also
displayed on the New Contact window; if you typed a postal code in the Search
window, that value will be overwritten by the organization’s postal code.
5 Select the contact you want to associate with the record you are working on and click the
Select button. The Contact Search window closes and the contact appears on the Contacts
tab of the record (for opportunities, organizations, and contact lists), in the record fields
(for tasks), or both (for incidents).
To search for an organization from a contact record:
1 On an open contact record, click the Search button to the right of the Organization field.
The Organization Search window opens.
Chapter 3