Netsapiens

Address Book Search

launch icon address book search

The Address Book window opens as a separate search window.

Enter a contact name, company name or telephone number to search for, then click "Go".

Address Book Search

Matching entries are displayed from any integrated CRM business application, the Telephone system User list and any enabled shared or personal contacts.

Hovering over the displayed results will present a slide out menu offering click to dial, or click to "Show Contact" (in Edit mode, if authorized).

address book window

Advanced Search

Select the Advanced search option to use more specific filters or search on alternative contact details such as contact notes or address details, if supported by the source address book:

address book search

New Contact

Select "New contact" to add a new entry to the Personal Contacts, or to any other integrated address book that supports the "Add contact" feature:

new contact ppl

Fill in the contact details and select "Save":

new contact ppl details

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