Using search templates

To open the Select templates dialog box: From the Search menu, click Search for contacts. From the Search contacts page, click the Advanced search tab. Click Search templates in the bottom left.

You can load a previously saved search template to perform an advanced search. In addition, you can copy, rename, or delete any of the saved search templates.

To load an existing search template

  1. From the Select templates dialog box, select the search template you want to use.

  2. Click OK.

    3. The predefined search parameters appear on the right side of the page.

  3. Click Start search.

To make a copy of a saved template

  1. From the Select templates dialog box, select the template that you want to copy.

  2. Click Copy.

  3. From the Copy search template dialog box, enter a new name in the text box, or accept the default name with (copy) appended to the title.

  4. Click OK.

To rename a saved template

  1. From the Select templates dialog box, select the template that you want to rename.

  2. Click Rename.

  3. Enter a new name in the text box.

  4. Click OK.

To delete a saved template

  1. From the Select templates dialog box, select the template that you want to delete.

  2. Click Delete.

  3. Click Yes to confirm the deletion.

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