Looking Up a Specific Contact -

Finding a specific contact name or type of contact is accomplished through the Search function in RS Studio’s Contacts Module. Click Contact on the menu bar on the left-hand side of the screen. Then, select Search.

Search Contacts

Clicking on any of the fields from the following list will allow you to search for a specific contact that has the attributes you select.

1. First Name, Last Name, Title, Organization

You can include whole names and titles or partial spellings in these free-form fields. RS Studio will produce results that contain the letter combinations that you enter.

2. Project, Location

You can include whole or partial descriptions in these free-form fields. RS Studio will produce results that contain the letter combinations that you enter.

3. Phone, Email, City/Town, and State/Province

Your contact search results can be further refined to a specific geographic area or individual by using these fields: Phone, Email, City/Town, and State/Province.

4. Notes

Words or phrases that may be associated with the contact you are looking for may be entered into the Notes free-form text field.

5. Contact Type

Click on Contact Type reveals a drop-down menu that has been configured for your studio’s needs. You can scroll through the list to find the appropriate contact types, or you can begin typing the contact type you wish to include in your search. RS Studio will type match your entry whose spelling matches the letters you’ve entered.

6. Last Modified By and Created By

The Last Modified By and Created By fields allow you to search for contacts that have been entered or edited by a studio staff member. The staff member may be selected from a drop-down menu. The From and To boxes are date range fields. When you select these boxes, a calendar will appear that you can use to select the appropriate values. Alternatively, you can type in the date as MM/DD/YYYY.

7. Active and Sort By

You can further refine your search results by choosing to display only Active Contacts or Inactive Contacts. If you wish to view all of the contacts that match your search criteria, leave the Active selection in the default setting of All. Additionally, you can use the Sort buttons to select how you want your search results to be ordered. After entering all of your search criteria, click the Search button at the bottom of the Search Contacts page.