Searching for contacts

Kentico EMS required

Features described on this page require the Kentico EMS license.

The integration stops working as of 1st September 2016, because terminates third party access to their API. We are sorry for any inconvenience caused.

You can look up your Kentico contacts in the business directory and update their information.

  1. Open the Contact management application.
  2. Edit () a specific contact.
  3. Open the tab.

Entering the credentials

When opening the tab for the first time, you need to enter the credentials of a valid account. The system uses the account to communicate with the service.

  1. Fill in the E-mail address and Password.
  2. Click Login.

The duration of the authentication is unlimited. The system stores the credentials in the settings of your user account (the password is encrypted). You can now access the tab without authenticating for both contacts and accounts.

If you need to change your account:

  1. Open the tab (either in the contact or account interface).
  2. Click Log out from
  3. Fill in the authentication form with the e-mail address and password of the new account.
  4. Click Login.

Searching for contacts

Once your user account has valid credentials, the tab automatically searches the directory for the contact you are currently editing. The integration tool makes its best effort to find the correct contact or at least narrow the search down as much as possible, saving you time compared to doing a manual search.

The search uses the following contact attributes:

  • First name
  • Last name
  • Company
  • E-mail

There are several possible results of the search.

An exact match is found for the contact

When the system finds an exact match for the selected contact, a comparison page opens. You can view the data of the Kentico contact side-by-side with the information from the directory.

Comparing contact data with

Note: If you can’t see the Business phone and E-mail values of the found contact, then your account doesn’t own the given contact. You can buy the contact to view the values.

Updating contact information

To update the contact’s data using the information:

  1. Check the boxes next to the fields that you want to update.
  2. Click Apply.

The updated data is immediately visible for your contact. You can also switch to the contact’s General tab to view the full information.

Too many matches are found

If the contact’s search criteria are too general, the query can yield more than one result in the directory. For example, if you search for a contact with a commonly used name.

In these cases, you need to manually find the matching contact.

  1. Click Search.

  2. (Optional) Revise the search criteria in the filter dialog and click Search.

  3. Select () the listed contacts to view their information.

    Revising a contact search

  4. Click Save & Close once you have selected the correct contact.

You can now update the contact’s information.

No matches are found

If your contact does not exist in the directory, the search does not return any results. You can click Search, manually revise the search criteria and attempt to find the contact yourself.