Search for a contact

Procedure

  1. Navigate to the Contact > Search menu item.
    This displays the Search Contacts screen. You can also use the Search > Contacts menu item to display this screen.
  2. Choose Company or Person from the Type drop-down list.
    • If you select Company, PolicyCenter displays a Company Name field.
    • If you select Person, PolicyCenter displays a First name and Last name field.

Contact search results

If you are integrated with an external contact management system, Contact > Search returns both contacts in PolicyCenter and contacts that are only in the external contact management system.

If you are integrated with ContactManager, ContactManager returns contacts with the Client tag. You can modify the code that specifies the tag returned by ContactManager. See the description of ABContactAPISearchCriteriaEnhancement in PolicyCenter support for Contact searches.

If the contact is in PolicyCenter, PolicyCenter displays complete information about the contact, such as accounts, policies, and policy transactions associated with the contact. If the contact is only in the contact management system, you can do one of the following:

  • View the contact details. You cannot edit the contact.
  • Create a new account with that contact as the account holder. As a result, the contact is added to PolicyCenter.

See also