The Customer Relationship Management Interface (CRM) has an advanced search function to filter your search results further and get you to a particular contact.
To find a contact using the advanced search function follow the steps outlined below:
Step 1: Use the navigation menu across the top of the ResBook site and select [Contacts].
Step 2: Select [Advanced Search].
Step 3: Select the Contact Type in the
Step 4: Select filter in the drop-down list.
Name: First name, Last name, or First and Last name
Step 5: Add in the search term and click [GO].
Finally, ResBook will search your database to return the best results in the contacts column.
- Advanced search requires filter and search term to be filled in before performing the search.
- The text is space-sensitive. E.g. If phone numbers or names have been searched with spaces that are not saved in the CRM as such, then search results will return no results.