Open topic with navigation
Get link | About Sage CRM editions
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.
- Click Find.
- If you're not in the Person context, click Person.
- Type the last name, or part of the last name in the Last Name field.
- Click the Find action button. A list of people matching your search criteria is displayed.
- Click 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.
See Also:
Basic search techniques
Combining search criteria
Wild card search
Using an existing saved search
Creating a saved search
Numeric field search
Date field search
Using Advanced Find
Using Keyword Search
Open topic with navigation
Sage CRM user assistance PDFs
