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  1. Choose Cards > Service Management > Contact Management
  2. In the Service Contact Management window, select/enter criteria into any of the following fields:
    • Contact Type
    • Contact Name
    • Phone
    • Show All Phone Numbers
    • Email Address
    • City
    • ZIP Code
    • Customer
    • Location
  3. After you enter or select data, tab off the field and the search is performed.
  4. The scrolling window at the bottom displays the search results. from this window, you can right-click on a line and do choose the following from the context menu:
    Table of Contents


View Contact

Selecting View Contact from the context menu opens the Contact Setup window. You can edit the contact information. See Creating a contact for field information.

View Phone Numbers

View Contact Locations

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