Searching for Contacts

Contact Category ancillary data can be used to search for a specific contact.

About this task

The list of contacts contains columns that do not have matching fields in the dialog box. If the contact address has been geocoded, related data such as On Street and At Street are also shown in the list.

Procedure

  1. Click File > Ancillary Data > General > Contact Category.
  2. Click Filter.
  3. Define search criteria in any of the fields. For example, type a Last Name or select a Category.
  4. Click Display.
    The list of contacts is reduced to the contacts who match the search criteria.
  5. Select the contact in the list.
  6. Use the scroll bar at the bottom of the window to view the contact's contact information.
  7. Optional: To view additional information about the contact, click Contact Info. After viewing the information, close the ContactInfo dialog box.
  8. Click Cancel to exit the search.