Search

If you want to get hold of a particular unit in a module, which you cannot find using the list, it may be worth running a search using simple criteria. When searching in the Contact module, you can also search for information about contact persons if you do not know the company against which the person in question is registered.

Searching for information

Click Search in the module in which you are going to use the function.
Select Search for, if it is available (applies to the Contact register, where you can select between Contact, Contact person and both simultaneously).
Define the criteria you are searching for. The fields work in the same way as for filter.
If the criterion you are searching for is not available you can click More criteria for access to all searchable fields.
Click Search. A list of all contacts that fulfil the criteria you defined will be shown.
Select one of the contacts and click on Go to…

The Contact is now retrieved from the contact register. If there are several hits for your search, you can browse forward and backward using the Next and Previous buttons.

Remember that you can sort the search window by clicking on the heading of the column you want to sort by.