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This text refers to program version 2024-03-16  

Operations Menu - Contacts - Search

This page describes the 'Search' function on the Operations menu in the Contact browse window. If you are using iOS or Android, the 'Search' function is on the Tools menu (with 'wrench' icon).

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You can use the 'Search' function to search for Contacts containing a certain word or phrase. You can open Contact records from the search results, so this function is an alternative to searching for Contacts in the 'Contacts: Browse' window. To use the 'Search' function, open the 'Contacts: Browse' window and select 'Search' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android). The following window opens:

Search for

Enter here the word or phrase that you are looking for.

Search in

Choose the field where you want to search for the word or phrase.

Press [Run] to activate the search. A report will be printed to screen, listing the Contacts found. In the report, click (Windows/macOS) or tap (iOS/Android) on the Name of a Contact to open the Contact record.

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The Contact register in Standard ERP:

• Introduction
  

• Entering a Contact
  

• Editing a Contact
  

• Deleting a Contact
  

• Linking Contact Persons and Companies - The Contact Relations Register
  

• Operations menu, including:
  
  • Customer Status
    

  • Supplier Status
    

  • Change Password
    

  • Search
    

  • Link Existing Contact
    

  • Remove Linked Contact
    

  • Edit Linked Contact Data
    

  • Update Contact Persons
  
  
• Create menu

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

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