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To generate a list of existing Contacts, enter search terms or select values from dropdowns to narrow your results and click the Filter (A) button.
To delete all values from the search fields, click the Clear (B) button.
To view the details about a specific Contact, select it and click the Detail (C) button. The system opens the Contact Detailwindow.
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Tip: Alternatively, you can double-click on a Contact in the results list to view its details. |
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Note: Use the Delete function to remove erroneous Contact entries. You may remove a Contact only if it is not connected to any account. If you try to delete a client with open accounts, the system will display an error message. Check for accounts in the Brokerage, Annuity,Insurance, and Trust tabs of the Contact Detailwindow. |
Search Tabs
To search for specific Contacts, use any of the available search tabs:
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