Use the Advanced Search to Find External Contacts

You can search for contacts outside of your organization. When you search for contacts, you can specify one or more search criteria to limit your search.

To use the advanced search to find external contacts:

1. On the header bar, click Activity Zone.
2. In the Search Activity Zone field at the top, enter Search Contacts.
3. Click the Search Contacts link that displays.
4. On the search window, enter your search criteria in the Search pane on the left.
5. Optional: On the search toolbar, click Add 'Or' Search to add an OR search.
   When you add an OR search, the system returns results that match both sets of criteria. This is useful if you want to search for records using multiple values for selected fields. For example, you can search for records that have different statuses, or linked to different projects.
6. Click Run Search.
7. Optional: In the search results that display, click the name of any contact that you want to view.