Changes to searching for a Contact

New Search Options

In order to improve and expand our contact search, we have implemented a new feature 'Search Options' to the Home and Contacts form.  This function allows you to specify the exact search details you wish to use.  This will streamline the search process and stop any unnecessary searching of multiple search options. 

For your convenience we have added different default search options, these include:

• Vega ID: Search for a contact by their Vega ID.
• Account Name: Search for a contact by their Account Name.
• First and Last Name: Search for a contact by both their First Name and Last Name.
• Last Name: Search for a contact by their Last Name.
• First Name: Search for a contact by their First Name.
• Email: Search for a contact by their Email Address.

The rest of the search options are contained in the Search Options drop-down button, these are:

• Phone: Search for a contact by their Mobile, Home, Main and Work Phones.
• Salutation: Search for a contact by their Salutation (Greet as).
• Address 1: Search for a contact by the first line of their Address.
• Address 2: Search for a contact by the second line of their Address.
• Suburb: Search for a contact by their Suburb.
• City: Search for a contact by their City.
• Organisation: Search for a contact by their Organisation field.
• Org ID: Search for a contact by their Org ID.
• Supp ID: Search for a contact by their Supp ID.
• Attribute: Search for a contact by an Attribute Name, this will only include open attributes.
• Recurring Payment Reference: Search for a contact by a reference entered in a recurring payment.
  
  

Remove a Search Option

To remove a search option click on the 'X' next to the search option name:

Add a Search Option

To add a search option click on the Search Options drop-down button and select it from the list:

Clearing Search Options

If you wish to clear all the search options and start from scratch then click the Clear button:

Set the Type of Search 

We have added three options for the type of search you wish to make:

• Starts With: Search for Contacts whose search criteria begins with the given characters.
• Exact Match: Search for Contacts whose search criteria is an exact match for the input string
• Anywhere In: Search for Contacts who have the given input string anywhere in the search criteria.

The Future

Over the coming months, we will be adding new Search Options to include searching by Money and Engage sections criteria e.g. Batch Code and Campaign Responded To.