Searching for Contacts


There are multiple ways to search for contacts:

  • Searching for an individual contact
  • Searching for all contacts connected to an advisor
  • Searching for contacts using the “Detail Type” search function
  • Searching for contacts using the “Advanced” search function

To search for a contact using the quick “Search Window”, complete the following steps:

1. In the quick “Search Window”, enter the contact name and from the drop down list select the contact.

2. The Contact Profile displays.

To search for contacts using the Contacts tab, you have the following options:

  • New Search Function
  • Classic Search function

The Contacts tab defaults to the New Search function, which allows you to search by the following.

  • Contacts
  • Account
  • Insurance
  • Household

1. In the New Search window, enter the contact name press Enter or click Search

2. The contact displays in the Search Results window as shown in the image below. 

  • To populate the contact profile, select the contact name. 

To search for all contacts connected to an advisor, complete the following steps:

1. From Contacts, click the Search button.

2. The results display in the Search Results window.

To search for contacts using the Classic Search function, complete the following steps:

1. From the Contacts tab drop down menu, select the Classic Search function.

2. In the Contact Search window, enter the contact name press Enter or click GO.

3. The result displays in the Contact Search Results window.

  • To populate the contact profile, select the contact name.

To search for all contacts connected to an advisor, complete the following steps:

1. From the Classic Search function, determine the maximum results then click the GO button.

2. The result displays in the Contact Search Results window.

To perform a “Detail Type” contact search, complete the following steps:

1. In the Contact Search window, from the “Detail Type” drop down menu, select the search type then click GO.

2. The result displays in the Contact Search Results window.

To perform an advanced search, complete the following steps:

1. Select the Advanced button.

2. The advanced search add criteria feature populates. 

  • Select the search criteria then click GO.

Note: Using the “Advanced” search option Actions button allows you to create a group and save a contact list.