Search contacts

Search with input line

The connected data sources are browsed via the search input line. The contacts found will appear on the Search tab and can be immediately used for your work or, for example, dragged to the Favorites list for later use.

[1] Data source selection
[2] Search input
[3] Extended search / last search terms

You can use the search input with four different search variants:

• Name search
  The name search is the default search case. All contacts with the specified search term in the last name, first name, company name and display name fields (insofar as they exist) are sought. For some data sources, such as Outlook® or Exchange Web Services, additional entries for name searches can be indicated using the Datasources tab.

• Phone number search
  A phone number search instead of a name search is started as soon as you enter a search term in the search input field which estos ProCall One R2 can interpret as dialable . All contacts are found who have the searched phone number in a phone number field.

• Search by e-mail address
  A search across all e-mail fields is started if estos ProCall One R2 recognises the search term as an e-mail address. All contacts are found who have the specified e-mail address.

• Detail search
  With help of the detail search you can search for terms in dedicated fields. For example you can search for all contacts with name "estos" in the city "Starnberg".

  The detail search uses a syntax where all search terms are seperated by comma. The position of the term in the line of commas determines the field where this term is search for.

  Default order of the fields is Name,First name,Company,Zip code,City,Street,Phone number. The Fields can be configured in the settings at Search parameters.

  Detail search example

  • You are searching for contact "Anna Meier". Enter the last name in the first position and the first name in the second position. The searchentry is "Meier, Anna".
  • You are searching for contact "Anna Meier". The town and the postcode are in fourth position. The company name is left empty as this is not known. The search input therefore reads "Meier, Anna,Starnberg".
  • You can also use the postcode (Starnberg's postcode is "82319"). The search input then reads "Meier, Anna,, 82319" or "Meier, Anna,, 82319 Starnberg".
  • You are looking for contact "Meier" in "Munich Street". The street is in fifth position. The town is not known and is therefore left empty this time. The search input reads "Meier,,,,Munich". Please note that, as with all other search terms, the street name does not have to be written out in full.
  • You are looking for contact "Meier" with the phone number "08151123456" (Germany). The search input for this reads "Meier,,,,,08151123456".
  
  

• Advanced search entry
  The advanced search is started via the arrow symbol at the end of the search line. It is helpful for users who do not want to use the comma syntax while searching. When entering the search criteria the appropriate comma syntax is entered automatically in the search field.

Search tab

The search results are received on the Search tab if a new search has been started by entering the search criteria in the search field.

All available functions for the selected contact are displayed in the context menu. The contact menu appears if you click a contact with the right mouse button. Alternatively you can also press the context menu button or the Enter key on the contact.

Some functions which can be used on contacts will be highlighted as links on the shown contact. So if you want to call the contact, just move your mouse over the phone number and left click it. The following table lists all such availible functions.

Type	Description
Display name	Opens the Contact details for the contact. Alternatively, you can open the contact with a double click. Press the CTRL key at the same time (when possible) to open and edit the contact. If the current contact was automatically generated because a contact matching the search criteria was not found, that contact may be saved in Outlook® using this link, by double clicking in Outlook® or through Exchange Web Services.
Address field	Opens the Web browser and displays the address on the map. When pressing the CTRL key at the same time a route to the contact is found.
Phone number	Dials the number on the phone and sets up a call to the subscriber. If you press the CTRL key down while you click on the phone number, the phone call is prepared. Press the CTRL key at the same time as the Shift key, while you click on the phone number, and the phone call is planned.
Email Address	Opens the e-mail editor and enters the e-mail address as the recipient.
Presence identity (e.g. SIP-URI)	Start a new chat with the contact with presence identity.
Website	Opens the Web browser with the Internet address which was stored in the contact.
Data source (or data source icon)	Opens the contact folder storing the contact. Please note that this feature will only be available for Outlook® and Exchange contacts.

The presence symbol gives you the actual presence state of the found person. You can get all available presence informations about this contact in th etooltip by moving the mouse cursor over this presence symbol.

The search result list can be alternatively arranged with data source, display name, surname or company . The grouping lines can be shown or hidden. Settings can be changed in the context menu which can be accessed by a right click on the row header.

The contacts found can be sorted in ascending (A-Z) or descending (Z-A) order. Click to change the sequence on the column header where it is displayed.

The results list allows the selection of several contacts. Keep the CONTROL key pressed while selecting individual contacts with the mouse. These selected contacts can be dragged into the register card Favorites or functions may be carried out that are available for all contacts. That way, for example, you can write an e-mail to several recipients. So it is possible to write emails with more than one recipients for example.

The search result list also allows the selection and copying of single contact fields for the chosen contact. If it contains a action link, move the mouse cursor over the appropriate contact field or a little bit to the left or right beside it. As soon as the mouse cursor changes and indicates a text choice, you can select by holding down the mouse key and pulling the contact fields.

estos ProCall One R2 supports two different views in the results list

1. Only the details of the last selected contact will be displayed by default. All other contacts will only show with the most important entries, such as like Name, Company, and Data Source.
2. Alternatively, you can also display the contact details in the lower area of the search list. For this, pull the divider at the lower edge of the search list upwards with the mouse. You can remove the contact details area again by arranging the divider at the lower edge of the window. You can also move the divider with the CTRL+G key combination. Now use the arrow keys to change the new size of the detail area upwards or downwards. You confirm your input with the Enter key and cancel it with the ESC key.

The indicated contact fields and the click actions on the contact fields can be individually adapted in the settings under Search result.