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