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Contact Record - Searching Tips and Section Breakdown

This article will guide you through how to search for a Contact record and will outline where specific information can be found on the record, section by section.

New users:  This article will be EXTREMELY useful for getting familiar with the system and to help you with a flow for processes. 

Current users: There will be information in this article that will potentially be new to you as well, this is one you'll want to read over carefully.

Click here for must-read information about the anatomy of the Contact record

Modified 4/6/2016
Article ID: 2032