Appraisal Desktop > Contacts > Find Contacts
     
 

Find Contacts

  
     

With WinTOTAL’s built-in contact manager, you can manage a full list of contacts and keep that list in sync with your XSite.  As the list continues to grow, you may need to rearrange your contacts view to filter out unnecessary contacts, sort your contacts based-off a specific piece of contact information, or perform a basic search for contacts.

 

Filtering & Grouping Contacts

To filter and group contacts…

  1. From WinTOTAL’s contact manager,  click the item in the View pane on the left to show the types of contacts you wish to find.  Options are:
    • All – Shows all contacts, grouped by company
    • Contacts – Shows the individuals in your contacts database
    • Company – Shows only company contacts in your database
  2. If you want to filter the list further, select another filter from the View menu at the top of the screen.  Options are:
  3. View menu and select the appropriate filter. Options are:
    • Contacts for all users – If you work in an office with multiple appraisers, you can display the contacts from your colleagues’ databases as well as your own. Click the arrow beside the View button in the toolbar and select Contacts for All Users.
    • Contacts for this user only – To limit your display to only those contacts you entered, click the arrow beside the View button in the toolbar and select Contact for this user only.
    • Appraiser, Client, Lender, Agent, Owner, Other – Limits the displayed list of contacts to just those that qualify as the types you specify.  Click to check each type of individual you wish to see.
  4. If you’re looking for a very specific contact, you can limit the list of contacts to just those that begin with a certain letter. Just click the appropriate beginning letter across the top of the screen to limit your contacts to those that begin with that letter.  To revert to a full list of contacts, click All.
  5. If you want to organize your contacts in ascending or descending order by a specific column in your contacts database, click the column header for the column by which you want to sort.  Click that column header again to reverse the sort.
  6. Then, to group your contacts by a piece of related information, select an appropriate category by which to group from the Group By drop-down menu at the top of the screen.  Options are:
    • Full Name
    • Last Name
    • E-Mail
    • Phone
    • Fax
    • Mobile
    • Address
    • City
    • State
    • Zip
    • None

When you’ve grouped contacts, each group is headed by a non-white colored row listing the contact by which you’re grouping. Then, the contacts within that group are listed below it in white.  You can expand and collapse the list of contacts within each group by clicking the plus or minus sign beside each group header.

ContactsPowerView.png

 

Searching for Contacts

To search for a specific contact…

1.   From WinTOTAL’s contact manager, type a search phrase into the Look for field above the contact list.

2.   Select the field you’d like to look in from the Search In drop-down list.

3.   Click Find Now to display the results.

4.   Click Clear to reset your search criteria and display all of your files.

 

Expanding & Collapsing Contacts

To expand or collapse the contacts in your address book so you can see the contacts within any contact group, click the Expand DownArrowPlus or Collapse UpArrowMinus buttons in the main toolbar.


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