Search the Contact List

You can search the list of contacts using several fields and return the results in the grid. Contacts can then be removed from the contact list or a contact record can be edited.

1. From an open contact list, click Search List on the Contacts tab toolbar.
   The Search window opens.
2. In the Filters section, enter the last name, first name, or email address of the contact you are searching for.
   Partial values can be used.
3. In the Limit and Order section, enter the maximum number of contact records you want to return.
   1. To return all matching contact records, but limit the number of contact records per page, select the Per Page check box.
4. To sort by fields other than last name followed by first name, click the Order By text and select from the available fields.
5. To design your Search window layout and to set, restore, or reset your default filter values, click the Settings drop-down list. See Modify the Search Window.
6. Click Search.
   Search results are returned on the Contacts tab.
7. To edit a contact record, click Open next to the contact.
8. To remove a contact from the contact list, click Remove next to the contact.
   Note: This does not delete the contact from the knowledge base. It only removes the contact from the list.
9. To remove all contacts from the contact list, click Clear List.
   1. Click Yes to confirm.
10. To clear the search results and view the entire contact list, click View Entire List.
11. To refresh the contact list, click Refresh.
12. To access report options, such as sorting and exporting, click Options next to the contact. See How You Distribute Reports and Dashboards and How You Change Report Formatting.