Using search button 1

The interaction pane contains two Search buttons.

This is the button below the Submit button.

The Search button performs a search for both Customer or Prospect if either is displayed in the Interaction Type field, and the results are placed in the result grid on the Interaction Search window that displays. All other searches are performed only on what is displayed in the Interaction Type field. Results for Vendor and Contact are displayed separately on their own tabs.

  1. Click the Search button below the Submit button to search for customer, prospect, contact or vendor, depending on what is selected in the Interaction Type field. The Interaction Search window is displayed.

    This window has three tabs, Customer/Prospect, Contact, and Vendor. The appropriate tab is selected based on your search criteria, and any search results are seen in the grid. This window performs an automatic search when opened based on these conditions:

    • Incoming email: The reference number (Customer, Vendor, Prospect, Contact) is defaulted automatically when an incoming email is opened. If the add-in finds multiple records matching the sender’s email id, an asterisk (*) is placed next to reference label (for example, Customers*, Prospects*) to indicate the multiple result. The multiple result is automatically displayed in the search window when you click the Search button.
    • Outgoing email: The search can be performed only when a receiver’s address is entered. The add-in uses the first email id when multiple email addresses are entered. The add-in performs an automatic search using the receiver’s email, and the result is placed in the result window when you click the Search button.
  2. Supply information into any of the fields on this Interaction Search window and click the Search button to further narrow your search.
  3. Select the result you were searching for and click Select and Close.