Different Ways to Search Contacts
There are various ways to search and filter contacts within your CRM account please click here to view a short video about searching your contacts. Alt...
Fri, 25 Jan, 2019 at 2:09 AM
You can search for contacts by both Tag groups and Custom Fields together to further filter your contacts - please find some information below on how to do ...
Fri, 25 Jan, 2019 at 2:17 AM
You can search for contacts in your database using either the Address or Postcode down options as shown below: Searching contacts by Address: ...
Fri, 25 Jan, 2019 at 2:17 AM
We now have a new function to allow you to bulk tag contacts from custom field search results. This feature is actioned via a new button which can be s...
Fri, 25 Jan, 2019 at 2:18 AM
Applying a Star Rating 1. The star rating is another way of organising your contacts - by their relative importance to you i.e. 5 stars (as shown belo...
Fri, 25 Jan, 2019 at 2:21 AM
View the date a contact was created via Data Export 1. Go to contacts inside your account. 2. Click on the Export button as shown below in re...
Fri, 25 Jan, 2019 at 2:04 AM
When inside a contact record you can now search on the History of communication with that contact from inside the History section as shown below in red: ...
Fri, 25 Jan, 2019 at 2:21 AM