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Search Contacts

At the contacts List page, the left side panel offers dynamic criteria entry. As you enter each desired field value, the results list updates accordingly. At List, the criteria panel provides Preview, Save Search, Clear, and Rename actions. Be sure to clear the panel before entering criteria for a new search.

Note:

To look up a particular contact in a group already displayed, use the search text box on the action bar. Type part or all of a contact's name to narrow search results accordingly.

How . . .

To Clear the Criteria Panel

To Search Contacts by Criteria

To Preview Search Criteria

To Save a Search

To Use a Saved Search

To Rename a Saved Search

To Delete a Saved Search

To Use the Search Text Box

To Clear the Criteria Panel

To clear all entered and selected values, click Clear at the panel's small action bar.

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To Search Contacts by Criteria

There is no need to submit criteria, because the system finds matches dynamically as you enter criteria.

1. In the left-side criteria panel, find a field you want to search by.
2. Type the start of a field value or the whole value (for example, Last Name starts w/ Smi or Smith).
3. Optionally, select another comparator (such as equals, contains) from the dropdown list.
4. Optionally, select the "not" checkbox to exclude contacts that match the value you enter in the text box.
5. Optionally, click the "or" button to enter more than one value for the field.
6. Review the search results in the main panel.

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To Preview Search Criteria

To preview all entered criteria so the system can check for validity and display a count, click Preview at the panel's small action bar.

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To Save a Search

A search is saved with all the criteria from the dynamic criteria panel (the template and Add a Field) and the current value from the group dropdown list.

1. Enter search criteria and preview to validate.
2. If you are happy with the list of search results, click Save Search at the panel's small action bar.
3. At the Save Search dialog box, enter a Name for the search.
4. Click Save.

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To Use a Saved Search

1. At the top of the criteria panel, click Use Search.
2. Select a saved search from the dropdown list.
3. The criteria panel fills with the selected search's criteria and applies the group that was saved with the search. Results display immediately at the results list.

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To Rename a Saved Search

1. At Use Search, select a saved search.
2. Click Rename at the panel's small action bar.
3. At the Rename Saved Search dialog box, type a different Name.
4. Click Rename.

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To Delete a Saved Search

1. At Use Search, select a saved search.
2. Click the red "X" at the top of the panel.
3. At the confirmation prompt, click Delete.

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To Use the Search Text Box

This feature acts as a "Contains" search and checks for matches - within the current group - in the following fields: First Name, Middle Name, Last Name, Organization, and email address.

1. With a group displayed, click inside the Search text box on the action bar.
2. Type part of the First Name, Middle Name, Last Name, Organization, or email address.
3. As you type, the contact list refreshes to display a narrowing list of contacts.
4. Select a contact or continue typing until one contact remains.
5. Clear the search text box to avoid improper display of subsequently selected groups.

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See also . . .

About Contacts

Add and Edit Groups and Contacts

Work With the Contacts View

Work With the Contacts List

Get Help in PDF Format

Help for Stratus MLS v3.15.1 April 25, 2013

Copyright 2013 Stratus Data Systems, Inc.