Contact search

  1. Select Staff > Contact or Home > Contact Search from the menu.

  2. From the Contact Search page, enter a minimum of 3 characters (of name, grade, department or office) in the Search box. You can also carry out an extended search.

  3. The results grid is populated after 3 characters have been entered and will adjust as further characters are added.

    Contact Search page.

  4. Choose an Action from the list.
    Search results grid with Actions list highlighted.

You can also:

Staff search (if available)

Client search

Mark items as favorites

Add, remove and order columns

Export data from grids