Retrieve selected contacts

Before you can retrieve contacts, you need to Specify a database.

You can use PI Builder to retrieve selected contacts into Microsoft Excel. You can search contacts in Active Directory in addition to those defined in the PI AF database. You search contacts by name, description, or department.

1. On the PI Builder tab, click Library > Contacts > Find Contacts to open the Find Contacts window.

2. Choose one of the following search criteria:

   • Name

   • Description

   • Department

3. To include Active Directory contacts in the search results, select the Include Active Directory check box.

4. Click Search.

5. If desired, filter the list of contacts further:

   1. From the Actions list, select the search criteria:

      • Select one type of filter: Contains, Exact Match, Starts With, or Ends With.

      • Select one or more fields to search for matches: Name, Description and Department.

   2. In the Filter field, type the text that you want to search for

      • Select one or more fields to search for matches: Name, Description and Department.

      PI Builder returns the contacts that match the selected criteria as you type.

6. Choose one of the following actions.

   • To retrieve all search results, click OK.

   • To select one or more contacts, use standard Windows selection keystrokes (such as SHIFT+<click> and CTRL+<click>) to select contiguous and non-contiguous contacts and then click OK.

7. In the Select Object Types and Column Headers window, select the objects and column headers to include in the worksheet, and then click OK.

   PI Builder retrieves the selected contacts into the worksheet and fills the selected columns with available data.