Search a Contact Record

Workflow

1. Choose (1) Contacts > (2) Search menus on the side.

2. Enter at least one of the following options into the relevant search box: (3) Given Name, Surname, Home Institution, Status, Contact Role.

3. Click the (4) SEARCH CONTACT button

1. After clicking the SEARCH CONTACT button, it will return a list of contacts that meet your searched criteria. To filter the list of contacts, in the Filter box above the list of contacts, start typing the contact’s First or Given name.

1. When you see the record of the contact that you are looking for, click the contact’s role, highlighted in blue in the left column under the Role Id heading. This will load the contact’s edit details page.

SUCCESS:

Clicking the Contact record will load the Contact Details page where you can view or edit the information as necessary and as required.