Contacts (Inquiry)
The Contacts Inquiry allows you to query for and view a listing of contacts. In addition, authorized users can edit contact information. By default, the results are sorted by Contact Family Name and Contact Given Name.
This inquiry provides the ability to view more details and edit a document using the inquiry split pane. Click the View
button and then select the Split Pane option. For more information, see View Additional Details in the Split Pane.
Restrictions
The inquiry includes the following default restrictions:
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Contact Status |
Select the status of contacts to include. |
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Contact
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Enter or select one or more contacts to include in the inquiry results. |
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Client
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Enter or select one or more clients. This limits the results to contacts associated with the selected clients. |
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Vendor
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Enter or select one or more vendors. This limits the results to contacts associated with the selected vendors. |
For a list of the optional restrictions, see
Contacts Optional Restrictions.
The following optional restrictions are available:
- Client Manager
- Client Parent
- Client Prospect
- Client Type
- Contact Email Address
- Contact Mobile Number
- Contact Owner
- Contact Phone Number
- From Creation Date
- Primary Business Address City
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- Primary Business Address Country
- Primary Business Address State / Province
- Primary Personal Address City
- Primary Personal Address Country
- Primary Personal Address State / Province
- Title
- To Creation Date
- Vendor Parent
- Vendor Type
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Results
The inquiry contains a single level of contact information, which includes Contact Family Name, Contact Given Name, Title, Client Name, Vendor Name, Contact Email Address, Contact Phone Number, Contact Mobile Number, and Contact Owner Name.
Contacts Optional Columns.
The following optional columns of information are available:
- Client Code
- Contact Description
- Contact Fax Number
- Contact Middle Name
- Contact Name
- Contact Owner Code
- Contact Prefix
- Contact Status
- Contact Suffix
- Creation Date
- Primary Business Address City
- Primary Business Address Code
- Primary Business Address Country Code
- Primary Business Address Country Name
- Primary Business Address Fax Number
- Primary Business Address Mailing Address
- Primary Business Address Name
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- Primary Business Address Phone Number
- Primary Business Address State / Province Code
- Primary Business Address State / Province Name
- Primary Business Address Street
- Primary Business Address Zip / Postal Code
- Primary Personal Address City
- Primary Personal Address Code
- Primary Personal Address Fax Number
- Primary Personal Address Mailing Address
- Primary Personal Address Name
- Primary Personal Address Phone Number
- Primary Personal Address State / Province Code
- Primary Personal Address State / Province Name
- Primary Personal Address Street
- Primary Personal Address Zip / Postal Code
- Vendor Code
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