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Searching for a contact in Receptionist Console

Use the search feature from the Search tab in Receptionist Console to look through all directories at one time. Or, to quickly look up a contact, use the search feature on the directory management bar on the top of each directory.

To search for a contact:

  1. In the Contacts pane, click the Search tab, then do one of the following in the Search field:

    • Type the contact’s first name, last name, phone number, or any other information.

    • If you don’t know the contact’s full first or last name, you can type part of the search criteria information.
  1. After you find the contact, do any of the following:

    • To review the contact details (including notes), click on the contact’s record.

    • To make a call, click on the contact’s name, then click CALL.

      The active call details show in the Call Console.
  1. To clear your search and start over, click the X next to the Search field.

To search for a contact using the search feature at the top of a directory management bar:

  1. In the Contacts pane, click one of the directory tabs to search for the contact.
  1. Do one of the following in the Search field:

    • Type the contact’s first name, last name, phone number, or any other information.

    • If you don’t know the contact’s full first or last name, you can type part of the search criteria information.
  1. After you find the contact, do any of the following:

    • To review the contact details (including notes), click on the contact’s record.

    • To make a call, click on the contact’s name, then click CALL.

      The active call details show in the Call Console.
  1. To clear your search and start over, click the X next to the Search field.