Searching for Master Contact Records
To search for a Master Contact Record:
- Select Address
Book from the FootPrints
Toolbar. The
Address Book Homepage is displayed.
- Select
Master Contact Record Search
from the Address Book Toolbar. The New
Master Contact Record Search page is displayed.
- Enter the search
data and select from the options to search for the Master Contact Record
or Records.
The first section of the page contains the
fields associated with the Master Contact Records. Enter
data in one or more of the fields. This
is the data that will be searched for in the records. Master
Contact Records with matching data in the same fields are displayed when
the search is completed.
Other options on this page are:
- Order search results by—Select
the order in which matching records are displayed by choosing a field
from the drop-down list. The
drop-down contains all of the Master Contact Record fields. Records
will be displayed in alphabetical order based on the field you select
here. For
example, if you have two Master Contact Record fields named Company
and Service
Level and you choose to order the search results according to the
Service
Level, then "Bronze" is displayed in the results before
"Gold".
- And/Or—Display
only those records that match all fields by selecting And
or display records that match any fields by selecting Or.
- Anchored/Non-anchored—When
you select the Anchored
option, FootPrints searches for
matching records starting with the first letter of the Master Contact
Record fields. If
you select Non-anchored,
FootPrints searches for any records
that match the field data you provided regardless of where that string
appears in the field. For
example, if you perform a non-anchored search with "idge" entered
in the Company
field, FootPrints would display
Master Contact Records for companies with names like "Widget"
and "North Ridge".
- Data Encoding—Select
server default or UTF-8 from the drop-down list.
- After you have entered
your criteria, select
GO.
FootPrints
displays all of the Master Contact Records that match your criteria.