Searching for a Contact

From the Home or Contacts tab, you can search for a contact using a wide range of criteria.

Home:

The default search options are:

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:

Inactive Only: Search for contacts marked as Inactive only
Active & Inactive: Search for contacts, regardless of active status
Ok to Contact Only: Search for contacts marked as Ok to contact only
Not Ok to Contact Only: Search for contacts marked as Not Ok to contact only
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.
Batch Code: Search for contacts by a specific batch code

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

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

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.

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