LeadMaster F.A.Q – don’t seem to belong in the search results

Sometimes when I search records I see things that don’t seem to belong in the search results.  What’s happening?

  • Because you are searching records the possibility exists that one of the secondary contacts meets the search criteria.  By default all contacts are included in the search results.  If you would like to limit your search to the primary contact on the record simply uncheck the box at bottom of the demographic search criteria.
Search Records - Option to search all contacts for the record or just the primary contact

Search Records – Option to search all contacts for the record or just the primary contact

 

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