S-Search for Contacts
This article explains the new Search function in Fortix Systems to find a contact quickly from anywhere in the Fortix System.
Press S any time in Fortix Systems. This opens up a search facility to quickly find any contact or a list of contacts you want. Click the down arrow next to Advance to refine your search criteria.
Refer article How to Configure Customer Contact System Behaviour and heading: All contacts" Search Fields.
As an example, you might look for all the financial planners in your contact database, which you have tagged accordingly. Click Include Tags, check the box next to financial planner. Click SEARCH.
The All Contacts page with a filtered list of "financial planner" will be displayed. Click the down arrow next to All Contacts to further refine your search.