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Core Data, Tutorial    
Companies and Contacts Tutorial, Contact manager

Contact searches

If you can't remember the name of a company which a person works for, then remember that you can search by contact name instead.

Supposing you wanted to phone David Hamilton at Fruit Products Co Ltd. You could look up his phone number by searching through the companies list, but a quicker way is to look for David Hamilton himself.

View contacts - Quick search

The best way of doing this is to choose 'View Contacts' from the companies menu (available in many volumes, or from the Functions Palette). A small dialogue appears, similar to the one used under 'View companies'. You can enter a forename, surname, the first few letters of either, or the wildcard as when searching for companies. Try entering "Hamilton" - you will see that Enterprise 6 brings up the Contacts screen for him immediately, as that was the only "match" to your search. Note: If David Hamilton's record does not appear, it is because you did not create a record for him earlier in the Tutorial, or because you have misspelt the name - or possibly because you added a space after his name when you carried out the search. If you did not create a record for Hamilton, perform a search for "Noon".

View contacts - comprehensive search

If you click [More Choices] when the View Contacts dialogue is on screen, you will get a larger range of search options, similar to those available for companies. Try experimenting with these.

Check company

If you wish to check or alter the company details (the information about the company to which David Hamilton belongs), you can 'drill down' to the company address and other information by selecting 'Company' from the View menu at the Contact screen. The View menu is available on all input layouts and is one of the major ways in which different volumes are linked by Enterprise 6. You have just seen that, from the Contact screen, you can go straight to companies related to that Contact. Similarly, you can View Diary Items concerning that Contact or look into any other file with Contact-related information. Once you have finished viewing the company record, click the [Accept] button to return to the Contact screen, and click [Accept] again (or hit <Enter>) to return to the main menu.


 

Published date: v1.1.1.1 Thu, 18 Jan 2007 18:04:33 GMT

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