Searching for contacts within a contact management system
In PolicyCenter, you can search for contacts in the address book. If PolicyCenter is not integrated with a contact management system, PolicyCenter searches the internal address book. If PolicyCenter is integrated with a contact management system, PolicyCenter searches for contacts stored in the internal address book and the contact management system.
When you select From Address Book in PolicyCenter, you can select contacts from the internal address book and from the contact management system.
If the contact is currently in the contact management system, then PolicyCenter pulls the contact into its internal address book when you Select it.
In PolicyCenter, you can search for contacts from a contact management system in the following places:
- Contact tab Search menu item.
- Search tab Contacts menu item.
- Account File Contacts screen – You can choose to create a new contact from the address book.
- Policy job screens – You can choose to create a new contact from the address book.
If PolicyCenter is
integrated with ContactManager, the ContactManager search is limited to a contact type of
Person or Company with the
Client tag. In the ContactManager object model, these contact types
are the ABPerson and ABCompany subtypes of
ABContact.
See also