You will notice that the surname
already contains a star (*)
This is a wildcard indicating
that all surnames must be included in the search.
Wildcards are the star(*)
and the question mark(?).
As an example in the above
if you want to display all contacts with a letter m
in the surname, you would type *m* and the following
would be displayed
You can use any of the visible
columns to edit or add a filter, just by typing in it.
You can also select from the
drop-down list by clicking on the dropdown button
(1)
and then clicking on one or more of the items in the list
(2)
You will also notice that at
the bottom of the screen the following is now displayed.
if you click on Customize
the following screen appears
In this screen we have added
a name like Joe
(1)
and pressed Apply after
that.
The result is all contacts
containing m in the surname and containing Joe
in the name is displayed.
The same principle is carried
right through CRM-Express. You can search like this
everywhere you see the Search button.
