Using the Contact Look-up to Select Recipients

The Contact Look-up portlet appears on the right sidebar of the screen whenever your current screen could potentially involve using contact or property information, such as composing an email message or creating a presentation for a contact.

Note: The Contact Look-up has two different modes. The mode that accompanies a given screen depends on the exact purpose of the screen. If you are creating a CMA, the Select Recipient screen will include the Contact Look-up in Properties mode, since the point of the screen is to choose the subject property for the CMA presentation. If you are composing an email message, then the contact's property details are irrelevant, and are excluded from the display for the sake of higher performance.

To select a contact using the Contact Look-up:

1. From the Contact Look-up portlet on the right side of the screen, find the recipient for the current task. How?

   • If the contact is a favorite, click the Favorites tab and scroll to find the contact.

     OR

   • Click the Look-up tab corresponding to the first letter of the contact's last name, then scroll to find the contact.

     OR

   • Use the Contact Look-up quick search:

   • 1. Select a search field from the drop-down list. The default value is Last Name.

     2. In the Search Criteria field, enter the first few letters or numbers of the value you want to find.

     3. Click the Go button.

     4. Scroll to find the contact.

2. Click the contact's Expand icon to view the information available for the contact.

   When the Look-up is in Dashboard mode, you can perform the following functions:

   • Drag and drop the contact's name, primary property address, and contact information onto various forms to auto-populate them.

   • Click the contact's email address to open your email application in Compose mode.

   • Click the View Contact link to open the Contact Record.

   • Click the Family & Friends icon to view the contact's family and friend information.

   When the Look-up is in Properties mode, you can perform the following functions:

   • Drag and drop the contact's name, property address, and contact information onto various forms to auto-populate them.

   • Drag and drop any of the contact's properties onto forms that use property information such as the Add Listing and Add Closing forms.