The Contacts Search page allows you to search all stored contacts in your contact center, as well as manage contact entries, view contact details, navigate to activity history, and browse cases.
Clicking on any contact's name in the list of contacts will open the Details form for that contact, which displays all contact information available for that individual person.
How to Use Search
In the text entry field at the top of the screen, you can enter search terms for quick lookup of specific keywords found in stored contacts. If your search returns results, you will see a list of contacts that include the search term you entered.
Buttons at the bottom of the Search page allow you to manage contacts.
- To create a new contact, click Create.
- To open contact details for a selected person, click Open.
- To delete a contact, click Delete.
From the Search page, you can navigate to Cases by clicking the Cases tab at the top right of the page. Any stored cases that you have handled will be listed on the screen. You can sort and search cases.
To return to Contacts Search, click the Contacts tab.
Searching Contacts and Cases
You may search contacts and cases for the following information.
Company names may be searched for either whole or in part; the search recognizes individual words. To search for a company by name, enter company: XXX. Note: XXX represents the name of the company.
Date of Birth
You may search for the date of birth of a contact in your local date format. For example, in the US, the local date format is DD/MM/YYYY. To search for a specific date of birth, enter dob: DD/MM/YYYY.
If you are familiar with a case or customer's email address, you may search for it. In the example shown, entering the complete email address in the search string input field returns all matches in the system. Additionally, entering the search tag email: XXX, will search email fields specifically. Note: XXX represents an email address.