You can find your contacts in different ways in the “Organization” context, “Contacts” module:
- Type of contact search (individuals, structures, etc.)
- Quick surname, name, contact number or email search.
- Advanced search where another criteria are used.
It is also possible to make a search for a contact directly on the sales screen in the module ‘Sales’ entering the surname, name with the autocomplete function and add them to the chart. You can access the advanced search through the previous screen.
Tricks and details
- The system fills automatically the character sequence of the search. E.g.: if you write “dup”, you will get all surnames starting with “dup”.
- The search does not distinguish upper case or accents. E.g.: a search for “maria” will provide “María”, “MARÍA”, “MARIA” …
- You can use the symbol * to make a search for a symbol sequence. E.g.: write “*pont” to search all surnames ending with “pont”.
- To refine the search, you can write “Surname, Name”. E.g.: write “Dupont, j” to limit the amount of results.
