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Searching for a Person

You can search for a person by any criteria or combination of criteria on the Search screen. This example shows you how to search by Last Name.

  1. Select the Find menu button.
  2. If you are not in the Person context, select Person from the context area of the screen.
  3. Type the last name, or part of the last name in the Last Name field.
  4. Select the Find action button on the right-hand side of the screen. A list of people matching your search criteria is displayed.
  5. Click on the hyperlink of the person you want to drill down on. This opens the 'file' of the selected person and you now have access to all the person’s details.

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See Also:

Basic Search Techniques

Searching for a Person

Searching for a Company

Finding an Opportunity

Finding a Case

Finding Solutions

Combining Search Criteria

Wild Card Search

Using an Existing Saved Search

Creating a New Saved Search

Numeric Field Search

Date Field Search

Using Advanced Find

Using Keyword Search