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Contact management (Cardex)
Searching for records
Use the search bar on the toolbar in the
dialog box to search the Cardex database for a specific record or group of records.
To perform a search:
Select Utilities > Cardex Database to open the
1
all records
Specify the Search By criteria from the dropdown lists.
2
The first dropdown list specifies what field to search in, such as the contact person's
name or company name.
The second dropdown list specifies how to search:
Begins with
Matches with
Select a category from the Category dropdown list to further refine your search.
3
If you do not specify a category, all categories are searched.
Click Search.
4
The records that match your search criteria are displayed in the workspace.
448
) dialog box.
Searches for any records that begin with the specified text in the selected field.
For example, a company search for "aa" will produce all records with companies
that begin with "aa"; Aardvark Plumbing, AAA Pest Control, Aaron's Notary
Service, and so on.
Searches only for records that are an exact match with the specified text in the
selected field.
For example, a company search for "aa" will produce only records with "aa" as the
company name. To locate the record for Aardvark Plumbing, you must enter
"Aardvark Plumbing" as the company name.
For more information about Cardex categories, refer to
categories, on page 444.
Cardex Database (Browsing for all records
Cardex Database (Browsing for
Related information
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Calyx Software
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