Prerequisites
Ensure that the corporate directory has been defined in System Options > System Settings > Directory. For steps, see Defining a Public Directory service .
- On the action bar, click Contact List.
- At the bottom of the Contact List window, click Advanced Search.
- In the Advanced Search window, perform the following steps:
- In the Search In field, choose Directory.
The system displays the Directory option (if the directory service has been defined).
- In the Field drop-down field, choose the appropriate field through which you want to refine your search.
- In the Search field, enter a valid string to search within the selected data field. For example, after setting the search type to Name, enter Smith in the field and press the Enter key. You can use an asterisk (*) as a wildcard for a string. For example, entering the string, j*n, returns all names beginning with J and ending with N with one or more characters in between. This could include entries such as John, but also entries such as Joseph Brown.
The system displays a list of contacts matching the search criteria.
- Click Search.
- In the Search In field, choose Directory.
- Select the contact from the list and click Add to Contacts.
The system adds the directory contact to the Contact List window.
