Different Ways to Search Contacts

How to search contacts inside the CRM database?
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
How to search on Tags and Custom Fields together?
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
Search contacts by Address or Postcode
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
Search Custom Fields and Bulk Tag the results
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
Search contacts by Star Rating
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
How can I search contacts by date created?
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
Search on a contacts History
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