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Find a Tracker Contact

Requirements: Some Interaction Tracker functions are available only if you have the appropriate licenses and security rights. For more information, see Tracker Licensing and Rights.

If the Contact Resolution process does not find the Interaction Tracker contact that you want, you can conduct your own search for a contact if you have a Tracker Access License. You can use a variety of name and address selection criteria to find the appropriate Tracker contact. You can also use the Tracker menu to find a Tracker Contact at any time outside of the Contact Resolution process.

To find a Tracker Contact:

  1. Do one of the following:

    • If you are in the middle of the contact resolution process, select the current interaction and click the Contact Resolution down arrow. Select Find a Tracker Contact from the Contact Resolution drop-down list.

    • From the Tracker menu, select Find Contact.

Result: The Find Contact Wizard appears.

  1. Enter your search criteria and click Next >.

Note: If you have Tracker Administrator user rights, you have the right to search Private Tracker databases. The Owner ID text box appears and you can enter the Owner ID for the appropriate database(s). This is optional.

Tip: Click the More Search options > link to specify additional search criteria, including address information and Tracker attributes.

Result: The Search Results page of the Find Contact Wizard appears. It lists all matching contacts.

  1. In the Search Results page, do one of the following:
    • To complete contact resolution, select an entry and click Finish.

    • To further refine your search, click <Back and enter additional search criteria.

    • Click the Last Name hyperlink or right-click anywhere on the row containing the contact and select Properties from the shortcut menu.

Result: The Properties for Contact dialog box appears. Use it to modify the contact information, add a Tracker organization, or add a Tracker location, as needed.

Related Topics

Add a Tracker Contact

Contact Resolution

Resolve a Contact

Working with Contact Resolution