Search for contacts using field value criteria using the Contact Search feature. Open this window by selecting Contact from the Main Desktop menu, and then Search from the drop-down menu.
Wintouch will keep a record of your recent searches in the drop-down list under each search field, allowing you to use a drop-down list to repeat any search you have run during the same Wintouch session.
First and Last Name: Select this tab to search for a contact by his/her first and last name. The complete name must be entered.
Last Name: This tab contains two fields. The primary field is the Last Name field, which is required for the search. The second field is the Postal Code field, and this field is not required. See the details below for both fields.
- Last Name: Enter the full or partial last name in the Last Name field. For example, if you enter Par (short for Parpala), then this search will return all contacts whose Last Name begins with Par.
- Postal Code: In a large databases you may want to further refine your search to include a postal code condition. If you enter Par in the Last Name field, and 90631 in the Postal Code field, all Contacts that start with Par and are also in the 90631 Postal Code will be found.
First Name Tab: Select this tab to search by first name in addition to postal code if desired.
- First Name: Enter the full or partial first name in the First Name field. For example, if you enter Jo (short for John), then this search will find all contacts whose First Name begins with Jo.
- Postal Code: In a large databases you may want to further refine your search to include a Postal Code condition. If you enter Par in the Last Name field, and 90631 in the Postal Code field, all contacts that start with Jo and are also in the 90631 Postal Code will be found.
Telephone: Select this tab to search for a contact by its telephone number. Enter the complete 10-digit number, without parentheses or hyphens, in the Telephone field.
Note: When searching for contacts by telephone number, Wintouch will compare the search value to the following fields: Account-Contact Telephone, Home Phone, and Mobile Phone. Thus, if the phone number you entered matches any of those field values, the contact will be included in the search results.
Contact ID: Select this tab to search for a contact by its identification number. The complete number must be entered in the Contact ID field.
E-Mail: Select this tab to search for a contact by his or her e-mail address. This search is performed against the personal Email Address field in the Contact Profile window.
Group: Select this tab to search for a predefined group of contacts. If you used a prompt for value condition in your group definition, see Defining Groups, then Wintouch will ask you for the search value upon pressing the Search button.
Note: The search criteria for groups of contacts must be predefined using the Group Definition window prior to conducting a search.
Other: Select this tab to search for a contact using fields not already available in the other tabs. Choose the field you wish to search by, then specify the search value.
Notes: Select this tab to search by Contact Notes.
Additional Search Tabs: The Preferences feature under Options allows the user to display additional search tabs with the Other fields of your choice.
Note: All non-wildcard fields, i.e. fields without (*)s, require exact matches and are case-sensitive.
Wintouch allows wildcard searches for those fields marked with an asterisk: Field Name (*). A wildcard search is one in which selected field values of results will match the partial character string designated in the search. To indicate a wildcard in your Wintouch search query, replace the missing or variable portion of the Field Value with an asterisk. For example, if you want Wintouch to retrieve all contacts associated with accounts whose names begin with General, your condition would look like this:
| Field Name: | Account Name (*) | |
| Condition Type: | Equal To | |
| Selection Value: | General* |
| Selection Value | Wintouch will return results like… |
| *General | UN Secretary General, Office of the Inspector General, Attorney General - ONLY |
| General* | General Mills, General Motors, General Atomics Aeronautical Systems - ONLY |
| *General* or General | All of the above results, plus Boston General Hospital, UN General Assembly |
| 'General Electric | General Electric - ONLY |
To run a search for an EXACT match between field value and search value on a wildcard field, you must add a single quotation mark to the beginning of the search value. See the 'General Electric example in the table above.
Note: Wildcard Searches are NOT case-sensitive. Thus, if you were to run a wildcard search for an Address field value of *BAKER STREET, Wintouch would return both "19 BAKER STREET" and "19 Baker Street". The exception to this rule is searches for exact matches. If you add a single quote at the beginning of your search value, Wintouch will only return results whose field value exactly matches the search value.
Note: If you do not put any asterisks around your wildcard search value, Wintouch will assume asterisks at both end, searching for ALL selection values containing the search value you inputted anywhere in the field.
Note: It does not matter how many characters or words are being replaced by the asterisk.
...as well as any user-defined fields which you have chosen to designate wildcard searchable.
Search: Select this button to search for the contact. If more than one contact meets your selection criteria, the Contact List window will appear.
Cancel: Select this button to exit without conducting a search.
Help: Select this button to get on-line help for the active window.