Searching for Organisations & Contacts

The search tool in the Tractivity Organisations & Contacts module makes it a breeze to find your stakeholders. This article will explain how to use the search tools, including how to customise it to your liking.

Searching for a stakeholder

To search for an Organisation or Contact, make your way to the Organisations & Contacts module from the top navigation bar.

Click the Search button to run a search. If you leave all the search fields blank, the results will display every single Contact and Organisation in your Tractivity system (or in the current Project, for systems with multiple Projects).

To refine your search, you can use the search fields. For example, you can enter the name “John” into the “Contact -> Name” field. Click Search, and the results will display any contact with “John” in their first or last name.

Search Settings

The fields available to use as search filters are completely customisable. You can use practically any piece of information on your Tractivity system to search for your stakeholders, including names, addresses, contact details, and even if they attended an Event.

To change the fields available to use, click the Settings button to open the Search Settings menu. This menu will list all available search fields on the left-hand side, and your selected search fields on the right-hand side. To add a field to your selected search fields, drag the field over from the left-hand side onto the right-hand side with your mouse cursor.

Similarly, if you want to remove a field from your selected search fields, just drag it over from the right to the left.

The fields that can be used for your search are based on the information stored for the following records: Organisations, Contacts, Buildings, Events, Land Parcels, Stakeholder Mappings and Surveys. To change the fields available to add to your selection, use the Record Type drop-down menu, found at the top of the Search Settings menu.

Once you’re happy with your selected search fields, just click Confirm Selection.

Editing Search Results

As well as their name, the results can display up to 3 additional details for each stakeholder. By default, this will show the email address and telephone number of your Contacts and the Account Handlers and Categories of your Organisations. You can edit the details displayed in your results by clicking the cog icon above each column to display the Column Settings menu.

In the Column Settings menu, you can decide which details are displayed for Contacts and for Organisations. Just drag the detail you want to display from the left-hand menu to the right-hand menu. Then click Save.

If you click Export Results, a CSV file containing the search results will be downloaded. This file will only include information you have selected in the Column Settings menu, so please bear this in mind before clicking Export if you need some specific information about your stakeholders.

Saved Searches

If you find yourself running the same search frequently, you can save this search for convenience. After running your search, just click Save Search. This will save all text and all selected options in your search fields at that time.

You can find your saved searches under the Saved Searches tab. Click on the name of your saved search and your search fields will update to include all details.