Filters and Searches in Contacts

Filters and Searches in Contacts

The difference between the filter and search engine is the Filter will filter down the results displayed within Prospects, Candidates, and Clients, while the Search will search through all of the categories. 

Within the Contacts section the Prospect, Candidate, and Client tabs hold information that can be quickly found by sorting (or filtering) through the following options: Account Manager, Independent Rep, State, City, and Company. This can be extremely beneficial for finding specific information quickly (for example, when looking for a specific account manager's records and knowing exactly how many companies they are within). 

You can access the filter from any of the tabs, but please note it will only filter out the information from the tab you are currently in:

 

The search engine is very powerful, and will search the entire contacts database based upon your search criteria. Choose what you wish to search by in the drop-down and begin to type your intended target. Results will automatically begin to display as you type them.

A great tip when searching is to use as few characters to find your results as possible. Beginning with a more general search and narrowing it down as you input more characters is the most effective way to use this feature.

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk