The Contacts advanced search gives users the ability to perform searches based on fields that are available as filters in the Contacts search.

Users will have the ability to export this data by clicking the Export button, and selecting specific fields which they wish to populate in the export.

Users will also have the ability to perform bulk actions against contacts by clicking the checkboxes on the left hand side of the records, and then selecting Actions - and then the action they wish to perform. If the checkboxes are left blank, the action will be performed on all found records in the search.

The below actions are able to be performed on Contact records:

  • Print Contacts
  • Assign To
  • Complete
  • Add Filenotes

This data is related to all Contacts inside JobReady.Active.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.