1.       Click on the Contacts Function/Menu button.

2.       The system will default to display an All Contact List. You may change the search display by

selecting the appropriate option button for Person List, this will then only display contacts that have been entered as Persons. Company List, this option will only display Contacts that have been entered as a Company or Buyers, which will display all Contacts that have been entered as Buyers.

3.       At the top of the List of records area, enter your search criteria in the Look for field. There are

four usual ways to search for a Contact.

4.       You may search for a Contact using any of the Name fields, for example Jonathan Ian

Smith.  You may enter, Jonathan or Ian or Smith   Note: You are also permitted to enter abbreviations such as “Jon” or part of the word contents such as “nathan”.

5.       You may also search for a Contact using any of the Phone Number Fields, for example 

1234 5678. You may enter 1234 or 456 or 5678, the search function will search all phone number fields in the Contact database.

6.       You may also search for a Contact using any of the Address Fields, for example 12

Smithfield Street, Sydney. You may enter 12, Smithfield, Street or Sydney. Note: You are also permitted to enter abbreviations such as “Smith” or part of the word contents such as “field”
 

8.       Click on the Find Now button.