Using the Filter/Search Feature for Contacts

You can use the "Filter/Search" box (located in the left column of the Contacts tool) to sort contacts based on search parameters as well as create default and saved searches for things that you search for frequently.

You can sort Contacts in two ways:

  1. Quick filter the items currently on-screen using a name, word or phrase.
  2. Advanced search across all Contacts based on one or more search criteria.

To Conduct a Quick Filter of Contacts On-Screen:

  1. Click on "Contacts" in the main navigation bar.
  2. In the left column under the "Filter/Search" box, in the "Quick Filter" field, type in the name/word/phrase that you want to search for. Any Contacts appearing on-screen with those names/words/phrases associated with them will appear in the right column.

To Conduct an Advanced Search of All Contacts:

  1. Click on "Contacts" in the main navigation bar.
  2. In the left column in the "Filter/Search" box, in the "Advanced Search" area, you can search across all Contacts by typing in:
    • First name
    • Last name
    • Company name
    • Tags
  3. You can also use the "More Search Options" link to type in search criteria for:
    • City
    • State
    • Email address
    • Phone number
  4. In the "Sorted By" field, select how you want the results sorted:
    • By first name
    • By last name
    • By company name
  5. Click the "Search Now" button and your results will be displayed momentarily.

To Save an Advanced Search and Create a Default Search:
NOTE: A default search will be the default results that are shown every time you click on the "Contacts" link in the main navigation bar. So if you want your Contacts sorted by Last Name by default, you can set that here.

  1. Complete the search steps for conducting an Advanced Search outlined above.
  2. Once the search runs, click on the "Save Current Search" link and name the search.
  3. If you wish to make this the default search, click in the checkbox provided.
  4. Click "Save" when you are finished.

 

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