Select a Contact
Use the search field immediately above the contact's name in the Contacts area to select the contact that you want to review or edit.
The contact selection list only includes contacts to which your security role gives you access.
In addition to contacts created in the iAccess workspace, the list includes contacts created in Ajera CRM.
To select a contact to review or edit, complete the following steps:
-
Click
to go to the Contacts area.
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If the search name displayed at the left end of the search field is the one you want, click
at the end of the field to display the list of contacts returned by the search.
If the currently displayed search name is not the one you want, select a standard or custom search:
- Click ACTIVE to select from a list of contacts with the Active status.
- Click ALL to select from a list of all contact (both active and inactive).
- Click MINE to select from a list of contacts for which you are a member of the team. (You are on a contact's team if you are listed in the grid on the Team tab for the contact.)
- Click a previously saved custom search to display the contacts returned by that search.
- Click Custom at the bottom of the list to create and save or apply a new custom search.
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To further restrict the list of contacts, do either of the following in the search field:
- To display a list of contacts with names (first, middle, last, or preferred names) that begin with a specific character, type the character in the field and pause.
- To display a list of contacts with names (first, middle, last, or preferred names) that contain a specific sequence of two or more characters, type the characters in the field and pause. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.)
If you enter characters in the search field and then want to remove them, you can click the
icon at the end of the field to clear the field.
The number of contacts in the current search results displays at the right end of the search field.
- If necessary, scroll the list to locate the contact you want.
- Click the contact to display contact information.