To search for Master Contact Records, from either the Address Book home or Master Contact Record home, you can use the Quick Search field and select the Master Contact Record field from the drop-down, then search for records that have the specified string in the Master Contact Record field. For example, if the Master Contact Record field is "Company" and you are looking for all records for the International Widget Company, you could enter the string "Internat" in the Quick Search field, select "Company" from the drop-down, and then start the search. Because Quick Searches are anchored searches, the string you enter must start with the first letters that would appear in the Master Contact Record field. In the above example, searching for "Widget" would not work.
To perform non-anchored or more complex searches, you must use the Advanced search feature.
To search for a Master Contact Record:
Click the Advanced link below the Quick Search field on either the Address Book home or Master Contact Record home.
Enter the search
data and select from the options to search for the Master Contact Record
or Records.
For a Master Contact Record search, be sure to enter data in the Master Contact Record field. The records you find will be further filtered by any other fields in which you enter data. For example, if your Master Contact Record field is "Company", you must enter characters in the Company field. To find all the records for that one entity, only use the Master Contact Record field and do not enter data in any other fields.
Other options on this page are:
Order search results by—Select
the order in which matching records are displayed by choosing a field
from the drop-down list. The
drop-down contains all of the Master Contact Record fields. Records
will be displayed in alphabetical order based on the field you select
here. For
example, if you have two Master Contact Record fields named Company
and Service
Level and you choose to order the search results according to the
Service
Level, then "Bronze" is displayed in the results before
"Gold".
And/Or—Display
only those records that match all fields by selecting And
or display records that match any fields by selecting Or.
Anchored/Non-anchored—When
you select the Anchored
option, FootPrints searches for
matching records starting with the first letter of the Master Contact
Record fields. If
you select Non-anchored,
FootPrints searches for any records
that match the field data you provided regardless of where that string
appears in the field. For
example, if you perform a non-anchored search with "idge" entered
in the Company
field, FootPrints would display
Master Contact Records for companies with names like "Widget"
and "North Ridge".
Data Encoding—Select
server default, UTF-8, or UTF-8 with Signature from the drop-down list.
Server default—The default encoding that is in use for the FootPrints server. Leave this as the selection if you are unsure about which choice to make.
UTF-8—UTF-8 is very universal and handles pretty much all scripts. If you have any problems with garbled characters in the output and are not exporting the output to an application such as Microsoft Excel, then use UTF-8. Otherwise, if there are no problems with the output, leave this field at the “server default” option.
UTF 8 with Signature (MS Excel Compatible)— UTF-8 with Signature (MS Excel Compatible) prints a UTF-8 Signature at the beginning of the file, which allows certain applications, such as Microsoft Excel, to identify the text as UTF-8. Without this signature, those applications interpret the data with the server's local encoding and some characters may be garbled.
After you have entered
your criteria, click GO.
FootPrints
displays all of the Master Contact Records that match your criteria.