Performing a Contour Proximity Search

Use Contour Search to define and search for contacts or accounts near a selected contact or account or address or specify a place. For example, you are traveling for a trade show and while you are there you want to schedule sales meetings with other contacts or accounts in the same city.

Note: The security access determines the available functions. Contact the administrator for any access rights changes. WebViewer users cannot access full functionality.

You must allow pop-ups before you can view a Contour map.

  1. Do one of the following:
    • From the Tools menu, select Contour Distance Search and click Account or Contact.
    • Open the Account or Contact detail view for the record you want to search near and in the Task Pane, under Common Tasks, click Accounts Nearby or Contacts Nearby.
  2. Define the search.
    Distance
    Click this field and select the distance, or proximity, from the Starting from location to search.
    Results
    Click this field and select the number or records to include in the search results.
    Starting from
    Click this field and do one of the following:
    • Select Specify Place and use the field below to specify a location, city, state or postal code.

      If you specify a city, state, or postal code, the center point of that location is used.

    • Select a specific place from the list.
    • Select a home or office address if available.

      User home or office address may not be available if geocode information is not available.

    Type
    Click the field and select a value from the list to filter the search results by type.
    Status
    (Contact only) - Click the field and select from the list to filter the search results by status.
    Sub-Type
    (Account only) - Click the field and select from the list to filter the search results by sub-type.
  3. Click Search.
  4. Once the list is defined, do either of the following:
    1. To open a map with the listed contacts or accounts, click Display Map.
    2. To create a group based on the defined search criteria, click Create Group, specify a name for the group, and click Create Group.

      A contact or account group is created and available from the Contact list and detail views or Account list and detail views.