Conducting a DMC Search

Each DMC will automatically list all relevant information. Users can conduct a search for relevant records in multiple ways.

From the Standard Search Tab:

1. Open a Data Management Center. For example, to open the Contacts DMC, on the Contacts tab, in the Contacts Group, and click Manage. The Contacts Data Management Center will appear.

1. Click the Standard Search tab.
2. Type in basic search criteria to filter your search.

1. Click the Apply button. A list of records meeting your search criteria will appear.
2. Double click on the record you would like to open.

From a Column Heading:

1. Open a Data Management Center. For example, to open the Contacts DMC, on the Contacts tab, in the Contacts Group, and click Manage. The Contacts Data Management Center will appear.
2. Place your cursor in the cell directly below the column heading of the column(s) on which you want to search. Start typing the information you would like to view. As soon as you start typing, the DMC will automatically start filtering your data. For example, by typing “John” under the “First Name” column heading, you will see all contacts that are equal to or start with a first name of “John” (John, Johnny, etc.).

This one and a half minute video shows how to use searches within the DMCs.