-- select a group --
Action
Actions
Add
Add a Person
Add an Organization
Add Condition
Add Group
Add Organization
Add Person
Add Signature
Add the selected contacts to a category
Add to Category
Add to Group
Add to Group
Admin
Administer Contacts
Advanced Search
Advanced Searches
All
All/Edit
Answer
Archive
Archive the checked contacts
Archived
at
Attribute
Attribute ->
Attributes
Clear
Clear the currently selected Category
Clear the currently selected Search
Comments
Contact
Contact ->
Contact Type
Contacts
Create a role
Create project
Create role
Current
Delete
Details
Edit
Email Address
even
Files
First Names
Go
Group ->
Groups
Help Text
is after ->
is before ->
is less than ->
is more than ->
is not set
is set
last
Last Name
Limit Contacts to
-- Groups --
-- My Searches --
Advanced searches are very powerful but in return they require very specific input...
All searches are case insensitive, capitalization does not matter. If more than one contact match the search a list of results is returned. If only one contact meets the search criteria you are redirected to that contact.
%comments.pretty_date% at %comments.pretty_time% -
Currently, the system is able to handle the following types of relationships:
Debugging Code - Only SW Admins See This
Define a new relationship type
Delete the selected Contacts
E-mail or Mail the selected Contacts
Entering a string in the normal search box means that a search will be performed where:
Existing Relationships
"First Names" contains "Search_Word" or
If in a normal search we search for "D Jane". The first Search_Word ("D") matches contacts 123 (via "Doe"), 234 (via "Doe"), and 345 (via "Alfred"). And the second Search_Word ("Jane") matches only contact 123. Thus only one contact meets both requirements and "Jane Doe" (contact 123) is returned.
If multiple words are used then all words must match the above critera. So, for example if our contacts database contains these entries:
Instance Permissions - Not done yet
"Last Name" contains "Search_Word" or
Last updated: %update_date%
Make sure you do not add the same attribute to multiple groups
of the following conditions
Once ready for release this will be taken care of in code
"Organization Name" contains "Search_Word" or
"Party ID" equals "Search_Word"
Remove from this Group
The default group must have first_names and last_name for person objects and name for organization objects, both of them need email
This contact is not part of any groups - this is a problem.
What role does %contact_name_one% have when %contact_name_two% is a %secondary_role_pretty%:
You cannot add this contact to more groups.
Mail
Mail Merge
Mail Merge Results
Make Current
Make the checked contacts current
mine-
My Searches
My Signatures
Name
Next
(none)
Normal Searches
Number of Rows
odd
of
Ordering
Organization
People
Person
PROJECT
Public Page
READ THESE
Relationships
Remove from Group
Required
Results:
Role
Roles
Save
Save this searc as
Search
Send an email message to the selected contacts
Send Email
Settings
Show:
Showing
signatures
Sort By
Sort by
Status
Summary View
Tasks
View all roles
which match
Widget