Finding Contacts

Contacts > Finding Contacts


	Finding Contacts

As you add contacts to your contact manager, it quickly becomes important to have a variety of ways you can use to find the right contact at the right time. The contact manager provides several ways you can use to find the contacts you need.

Searching for Contacts

To search through your contacts...

In the contact manager, type a search term in the Search For box.
Select an item to search through from the drop-down menu beside the Search For box. For instance, if you typed the last name into the Search For box, you would select Last Name from the drop-down menu.
Click Find to search your contacts for the typed phrase.

Filtering Contacts

To filter your contacts to those that meet certain criteria...

In the contact manager, decide how you want to filter your contacts. Options are:
- By Name
- By Type
- By Group
To apply a Type or Group filter, just select the Group or Type you want to work with from the appropriate Filters list to the upper right of your contact manager. To apply a name filter, just click the letter of the contact's last name (or company name if you're working in company view) in the top toolbar.
When you're finished working with the current filtered set of contacts, return to your full contact list by clicking View All Contacts in the Contacts toolbar at the top of the screen.

Applying Contact Views

The last way you can find contacts is by applying contact views. While contact views are similar to contact filters in that they limit the list of contacts to those that fit certain criteria, they also provide additional functionality that is unavailable in other contact views. To apply a contact view...

In the contact manager, decide which contact view you want to apply. Options are:
- The My Contacts view shows all of your contacts in alphabetical order, including their Last name, First name, Company, E-mail address and phone number. You can use the Options button to select which phone number is displayed in this view.
- The My Companies view shows all of your contacts grouped by the name of their company. Companies that have entries will have a plus sign (+) next them. Click the plus sign (+) to expand the company and see contacts associated with it.
- All Public Contacts shows all contacts that are marked as Public contacts whether they are contacts in your account or other accounts on your website.
- All Public Companies shows all companies marked as Public companies whether they are your companies or companies in other accounts on your website.
- The New Contacts view only shows those contacts that have been recently added to your database, whether you entered them manually, or their data was captured from your site. How long a contact appears as "new" is controlled in the Options.
- Deleted Contacts and Deleted Companies show you just that - contacts and companies that have been flagged to delete.
- Unsubscribed Contacts shows you a list of contacts that have indicated they want to unsubscribe from your mailing lists.
- If you are the administrator of your site, you can see a fourth view option. The Lead Management view shows all of the new contacts that are included in any of your users' databases. This allows you to manage new contacts as your employees enter them to ensure that they're being followed up on properly.
- Duplicate Contacts shows you a list of all contacts for which there are probable finds duplicates. You can use this tool to ensure that you don't have unnecessary data in your contacts list.
Once you've selected an appropriate view, click the View menu and select your desired contact view.
Any additional functions that apply to the current view appear in the Tools menu. Use those functions or apply changes as necessary.
When finished, return to the "All Contacts" view by clicking View All Contacts in the Contacts toolbar at the top of the screen.