Select Primary and Secondary Search Reports for the Contacts Search Window

You can add primary and secondary search reports to a field or a relationship item. The following procedure explains how to add search reports to the Contacts Search window.

  1. From an open workspace or script, do one of the following:
    • Click the Contact field on the design space.
    • Click the Contact relationship item on the design space.
  2. Click the Design tab.
  3. To change the primary search report, do one of the following:
    Note: To clear a secondary report from the Contact Search window, select the No Value check box on the lower left of the Select Report window. This check box displays only when selecting secondary search reports.
    • Click Search Report. The Select Report window opens.
    • To add a secondary search report, click Secondary Search Report.
  4. Select the report you want to use.
  5. Click OK.
  6. Click Save.