General information
- use the extended search to filter for specific criteria when viewing contact details
Steps
- Go to “Addresses” > “Extended search”
- At “Search criteria”, select your first search criterion from the drop-down list (e.g. “Address”)
=> the criterion is displayed as text and, depending on the chosen criterion, subordinate search criteria for the selected one are displayed - From the now displayed drop-down list, select a subordinate criterion (e.g. “City/Town”)
- Enter a search criterion in the text field next to the list (e.g. “London”)
- (optional) Repeat the previous steps to add more search criteria
- (optional) At “Show fields”, click “Edit” to adapt the information displayed with the search results
- Click one/several field(s) (multi-select possible) in the left-most column “Available fields” and click the right-faced arrow to display this information for each line of the search results (e.g. “Person | phone number”)
- Likewise, click the left-faced arrow to remove specific displayed information
- Use the right-most column “Displayed tags” to display tags associated with each search result
- Once you’re happy with your query, click “Search” at the bottom of the page
=> All the matching records for your search are displayed, (optionally) including any extra information set in “Show fields”
SAVING QUERIES: At the bottom of the page, click “Save search result” > enter a name for your query => once the query has been saved, you can apply them in “Addresses” > “Quick search” > “saved search queries”