To View and Edit a Public Business Contact Group:
1 On the Public Business Contact Groups screen, select a contact group, and
then click the Edit icon.
2 On the Group Details window:
• To change the group name, type the new name in the Group Name field.
• To view a list of the public business contact groups a contact belongs to, click
the Group icon to the left of a contact.
• To add contacts to group, click the New icon. Select and add contacts as in
• To remove a contact, select a contact, and then click the Delete icon.
3 When finished with group edits, click Save.
Advanced Searches when Adding Contacts
1 Click the Advanced Search button on the Add Contacts window.
2 To add a new search criteria:
• To add a new criteria at the bottom of the list, click the New icon.
• To insert the new criteria on the row above an existing criteria, select the
existing criteria, and then click the Insert button.
3 On the Add/Edit Search Filter window, click the Lookup icon to select a field
as a search criteria.
4 Select a field from the list and click OK.
• Or, type one or more characters in the Find field and then click Find. The first
occurrence of the characters in any column is found. Continue clicking Find
to view additional occurrences.
5 Select an Operator, enter (or select) a Value, and then click OK.
• The Operator and Value define how the field will be used to search for loans.
For example: Field ID= 1109 (Loan Amount), Operator = Greater than, Value
= 250000.
6 Click OK.
7 Repeat steps 2 through 6 to add more filters.
8 To use parentheses to control the order in which multiple filters are evaluated,
click Parentheses, select the filters to group, click the New icon, and click OK.
9 Use the AND/OR button to determine how search criteria are used together.
Example: If you search for Prospects and Hot Leads, use AND to search for
contact who belong to both categories (Prospects who are also Hot Leads).
Use OR to view contacts who fall into either category (all Prospects as well as
all Hot Leads).
10 When finished, click Apply to run the advanced search.
11 To clear an Advanced Search, click the Clear button in the upper right.
