Search by a variety of fields for your contacts, including names, dates, contact types or contact notes. You can even search on the custom fields you created! For example, find all of the customers that have bought a specific product so that you can offer them a complimentary product to accompany it.
- Click the 'Advanced Filters' button to expand the filtering options.
- Select the field, or multiple fields, as the search criteria.
- Click the 'Search' button.
- The contacts that meet your selected criteria should appear in the list below the Advanced Search options.
- To clear your search, click the 'Reset' button.