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Finding a Contact |
  
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Finding a Contact |
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Often, when you are performing other functions within ManStat, you will be presented with a Contact Code field. Clicking on the associated Find or Lookup button located next to this field will reveal the Contact Find screen, which you can use to quickly identify the correct contact code to be entered.
This screen allows you to quickly find an existing contact code by simply entering one or more search criteria, for example a company name, a last name or a postal code. This may be necessary when entering a new transaction, or when adding a new relationship to an existing contact.
Enter the details known into the relevant fields. If you do not know the complete details, simply type in the characters that are known and insert a Wildcard for the missing characters. For more information on the use of Wildcards, please refer to the Help chapter entitled "Wildcards". Then click on the Find button (or press the Enter key on your keyboard).
Please note that if you are entering a contact code as the search criteria, ManStat will not allow you to enter other search criteria in any other field. Please also note that you can not use a Wildcard in the contact Code field.
It is also possible to locate a particular record by using alternate search criteria, such as phone number, credit card number or date of birth. Simply click on the Alt Search tab to reveal the alternate search criteria fields.
If more than a certain number of entries meet the search criteria entered, ManStat will ask you to further refine the search criteria. If there is less than this predefined number of matching contacts, they will be displayed in the list view field at the bottom of the Contact Find screen. If a contact has more than one address types (such as a home address and a mailing address), ManStat will list all address types as a separate line item in the Contact Find screen. The total number of matching entries found will be displayed in the Found display box. (For more information on defining this number of entries, please refer to the Help chapter entitled "Install Process".)
If you wish to quickly clear all fields in the Contact Maintenance screen, simply click on the Clear button located on the right of the screen. ManStat will then empty all fields, allowing you to quickly enter new search criteria.
Simply scroll down and select the required entry. Once the correct entry is highlighted simply click on the OK button located at the bottom of the contact Find screen, or double click on the required entry. ManStat will then return you to your previous function, automatically inserting the correct contact code in the required field.