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. 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.

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