To search for a company or contact, click on the "Contacts Search" link on the top menu:
In this screen, you have 2 tabs which allow you to either search for people or companies.
To search for people, ensure you have the "Contact Search" tab visible. Then you can type in part of their surname or part of their company name in the boxes in the upper left, and press Enter. If you're looking for a retained agent, it can also be the name of the company they represent.
Note that this list by default mixes in retained agents (shown in a different colour) with employees of companies. You can use the filters near the search boxes to choose exactly what you want to see.
The list shows you a contact's key details - who they work for, phone numbers, email address etc. You can see their full details by pressing the "Show/Hide Panel" button - double-clicking on a contact in the list does the same thing. If you want a list in Excel, you can get one by right-clicking on the list (this is true of nearly every search screen in PD).
Obviously, some times you will want to do more detailed searches - a list of all investment agents, for example, or a list of everybody who works for a fashion company.
To do this, use the Advanced Search option - this is under the "I want to" button:
This will bring up the Advanced Search box, where you can select many further criteria for who to search for, including categories, email addresses, etc.
