You are here: Chapter 8: Using FootPrints > Address Book > Master Contact Records > Searching for Master Contact Records

Searching for Master Contact Records

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:

  1. Click the Advanced link below the Quick Search field on either the Address Book home or Master Contact Record home.
  2. 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:

  1. After you have entered your criteria, click GO.  FootPrints displays all of the Master Contact Records that match your criteria.