Getting Started with Siebel Offline Client for Life Sciences > Planning Customer Calls > Planning Contact Calls >

Creating a Search Query to Find Contacts


You can create a search query to help you find contacts.

To create a search query

  1. Click Search or the magnifying glass to open the Search dialog box where you define the query.

    The Search dialog box appears above the Contacts quick list with the height of the quick list reduced. The alphabet bar for the contacts appears across the expanded Search dialog box and the Contacts quick list.

  2. Select the required search field from the Add New Criteria list to add the field to the query. For example, select Account Name or City.
  3. To remove a search field for the query, click Delete (X) next to the search field.
  4. Save the search to the predefined search list by clicking Save Search.

    You can clear all values entered for the search criteria fields by clicking Clear.

  5. To run the query on the contact list, click Apply.
  6. Close the Search dialog box by clicking the magnifying glass again.

NOTE:  Search query results are not synced to the Siebel CRM instance.

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