Email Address Lookup
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To lookup a name by email address, click on the arrow next to the Lookup Name Icon in the sidebar and select "By Email Address." To see the email addresses you've added for one contact name, click the Down Arrow Button in the email address section of the View Client Screen.
Email Address Lookup Overview
The Email Address Lookup Screen allows you to look up any name in your database using just the email address, or to see a list of the email addresses you've added for one name.
Looking up a name using an email address.
•When you open the Email Address Lookup Screen from the Lookup Name Icon, you can just start typing in the email address in the textbox at the top of the screen, and Advisors Assistant will automatically start looking for the closest match to the email address you enter.
•Once the address is highlighted, you can either double-click on the entry, click the OK Button, or press the Enter key on your keyboard to be taken to that name.
•You can also click on any of the column headers to sort the data by that column. For example, if you click on the Type column, the data will be sorted by the Name Type contained in each contact name.
•You can lookup an email address by just using the Domain Name. Check the box "Lookup By Domain Only" and just enter the domain name to see a list of names that have emails with that domain.
•You can copy the email address to another name using the Copy To Button.
Looking up the email addresses for one name.
•When you open the Email Address Lookup Screen from the View Client Screen, you'll see a list of all of the addresses you've added for that contact name.
•You can add a new email address to the contact using the Add Button.
•You can highlight an email address and Modify or Delete the address using the Modify Button or Delete Button.
•You can click on any of the column headers to sort the data by that column.
•You can click the Copy To Button to copy the highlighted email address to another name in your database.
See Also