Search for a Contact from an Open Record

Search for a contact from an open incident, opportunity, organization, task, asset, or contact list.

1. Open the Contact Search window using one of the following methods:
   • If you are working on an incident, opportunity, organization, or contact list, click the Contacts tab. Then click Add Existing (or, for contacts lists, click Add Contact and select Add Existing).
   • If you are working on an incident, opportunity, task, or asset, click Search to the right of the Contact field.
2. Enter an entry in any of the available fields.
   Tip: The Recent Contacts section of the Contact Search window also displays a list of recently opened contacts you can select.
3. Click the CX State drop-down list and select from the following options (by default, all states are selected).

   • Select All

   • Service State

   • Outreach State

   • Opportunities State

4. Click Search. The contacts that match the search criteria are returned on the Contact Search window.
   If only one contact matches the search criteria, that contact is automatically selected and the Contact Search window closes.
5. Do one of the following:
   • Select the contact you want to associate with the open record and click Select. The Contact Search window closes and the contact appears on the Contacts tab of the record (for organizations and contact lists), in the Contact field (for tasks and assets), or both (for incidents or opportunities).
   • If the contact does not appear in the list, click New Contact at the bottom left of the window to open a new contact subtab. Complete the fields and click OK.

   When the new contact subtab opens, it is populated with any search terms you entered in the First Name, Last Name, Email, Phone, and Postal Code fields in the Search window. If you are adding a secondary contact to the record, the address and organization name fields (including Postal Code) are populated from the primary contact’s organization.