Contact Selection controls are identified on a form by the ‘Select Contact’ placeholder, visible within the field as shown below.
Click in the field to display a contact selection dialog box.
The dialog box will initially display all selectable contacts*.
Configuration Note: The form configuration will have been set by the form designer to allow a either a single contact or multiple contact selection. If multiple contacts are permitted, there is no need to hold down any keyboard keys; simply click on all required contacts as applicable.
Filter by Organisation
On the right side of the dialog box, click the Organisation drop down list to filter by a specific Organisation
Filter by Role
If you organise your Contacts in Roles, use the Role filter on the right side of the dialog box to show only Contacts belonging to a specific Role
Click the Sort By drop-down list to choose to sort Contacts by their First Name or Surname
Click in the search box and type part of the user's name to display instant search results.