Search for contacts or organizations


Prerequisites

The following permissions (included in the Employee role):

  • Externalcontacts > Contact > View 
  • Externalcontacts > Externalorganization >View

To search for contacts or organizations:

  1. Click Directory > External contacts.
  2. Do one of the following:
    • To search for a contact, click the Contacts tab.
    • To search for an organization, click the Organization tab.
  3. In the Search for Contacts or Organizations box, type a simple search.Screen Shot 2016-07-26 at 3.53.37 PMYou can use a combination of criteria. For example, a search for Miranda Te returns two records:
    • One record for Miranda, who has the last name of Temerio.
    • One record for Miranda Smith, who lives in Texas.
  4. Click the search button.

PureCloud displays the records that match your search in the bottom pane.

Note: PureCloud prompts you to refine your search if it returns more than 1000 contacts.