This dialog allows users to search for and select one or more contacts for use in creating merge documents or automatically file records. By default, only active contacts are shown. See the Active field in Contact Details. To see all contacts, including the inactive ones, tick the Include Inactive checkbox.
The dialog displays one or more columns (fields) of data from the contact database. The columns displayed are specified in the Display Field Editor dialog.
A column can be sorted alphabetically by clicking on its title. A triangle icon above the title indicates the currently sorted column. By default, the left column is sorted.
To find a contact or group of contacts, enter a few characters of text describing the contact or contacts required. HowNow will display only those contacts containing the specified characters. As more characters are entered, HowNow will display a shorter list of contacts containing the characters entered. The sorted column, entity name, phone, fax, mobile and email fields are automatically searched. For example, If the characters ‘BU’ are entered in the Filter Search field, HowNow will display only those contacts whose details contain the letters 'BU'.
To ‘select’ the contact under the select cursor, click the Select button. HowNow will remember the selected contact and return to the dialog that displayed the Contact Select Dialog.
To select a contiguous range of contacts, click the first contact, hold down the Shift key and click the last contact. Click the Select button to return to the dialog that displayed the Contact Select Dialog.
To select a non-contiguous group of contacts, hold down the Ctrl key and click each contact in turn. Multiple searches may be conducted. Once all required contacts are selected, click the Select button to return to the dialog that displayed the Contact Select Dialog.
To select all of the contacts, click the Select All button.
To clear all selections, click the Clear Selections button.
To display a specific list of contacts that can then be further selected from, use the Set Filter button.
To clear a filter and return to the complete list of contacts, click the Clear Filter button.