Searching For Contacts

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Once the contacts have been entered in your database, there are several ways to retrieve them.

To Use Quick Search

1. From the main menu, go to Search, then Search for contacts.
   The Search contacts window displays, defaulting to the Quick search tab.
   
   


2. Choose the criterion on which you’d like to search, then type in the text on which you’d like to search on.
   There are some tips to remember when searching:
   • You can enter the first few letters of a contact’s first or last name
   • The Search for text field is not case-sensitive or space-sensitive. This means if you’re searching for a record with the name “Steve Bailey,” even if you type in “steve” for the first name, or “ Bailey” (notice there is a space before the name) for the last name, the system will still find your contact record.
   • To search for all contact records, leave the Search for field blank, then click Display all.
3. Click Start search after you have entered your search criterion.
4. A list of contacts matching your criterion will display in the Search results window. If only one contact is returned, he or she will be displayed in the Contact details window.

The Advanced search tab allows you to choose multiple criteria to find contacts. Detailed steps on how to use this functionality can be found in your Top Producer 7i help files.

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