There are multiple ways to search for People records in IQ. The method you choose will be determined by the records you're searching for and the function you're performing. The Find/Add Person action lets you search for records, check for duplicates, and add records and is useful when sending mail. The Quick and Advanced Search options let you perform actions on multiple records, for example merging, updating, sending same letter to found records, and so forth. You can also use manual sets to add and check for duplicate records when you're responding to a large mailing.
A quick search lets you select criteria from a drop-down list of People fields and combinations of fields; an advanced search lets you view and select all possible criteria on which you want to base your search. IQ also provides the ability to create and use a custom search for People records. Contact your IT Consultant for assistance in setting up this feature.
In addition, you can save your most frequently used search criteria as your default, by clicking the Make Default link. To clear the default, click the Clear Default link.
To perform a quick search for a People record:
Click the People tab to go to the Quick Search page for people records. The search criteria defaults to the criteria you selected when you clicked the Make Default link. Fields that appear below the Search People for field will vary depending on your entry. Normally this field is set to Person, which lets you search for People records based on first name, last name, title, organization, email address, preferred mailing address or primary home phone number.
Click in the Search People for field and select another criteria option if you don't want to search on name. Note: Any Custom Quick Searches, created by you or another IQ user, will appear below "ZIP Code(s)" in the Search People for field.
Type the name or other information for which you're searching in the appropriate field.
Click the GO button or press the ENTER key to begin the search and display the results.
If you're not satisfied with the results of your search, click the Modify Search link to modify your search or select the Advanced Search action to use more criteria in your search. You can also use the Modify Search option to add records to those already selected. If you selected records found with the first search, that selection is retained as you modify your search criteria and find and select additional records.
If you don't find the person you're searching for, you can select the Find/Add Person or Add Person action to add that person.
Click the name link in the Full Name column to display the record on the People Record page.