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Using Advanced Search in the Contact Manager

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Jake Crown
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You can create an advanced search to identify leads based on specific profile attributes. Additionally, you can search on information in both system fields and custom fields.

When creating advanced searches, you can create a new search, use a saved or recent advanced search, or set a saved search as the default within the Contact Manager. 

This article details information on the various methods available in creating an advanced search.


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Creating an Advanced Search

You can create advanced searches at any time. 

To create an advanced search, do the following:

  1. Click Contacts in SharpSpring's left toolbar.
  2. Click Advanced.
  3. Select applicable search filters in the Contact, Campaign, or Opportunity sections.
  4. Optionally, add other system or custom fields.
  5. Enter any necessary options for the desired filters.
  6. Click Search.
    

Click to enlarge.
 
Note: Click Reset to clear all search filters.
 


Searching Fields

Other fields may contain information that is relevant to your search. You can add or remove system or custom fields to an advanced search as necessary.

To search for system or custom fields, do the following:

  1. Click Contacts in SharpSpring's left toolbar.
  2. Click Advanced.
  3. Click + Add Fields in the Contact menu.
  4. Click the checkboxes for the desired system or custom fields.
  5. Optionally, click a previously selected checkbox to remove a selected field. 
  6. Click Search.
   Click to enlarge.
 
Note: Click Reset to clear all search filters.
 

When creating a new field search, certain fields and custom fields are either available or unavailable for use. The following fields are either available or unavailable for an advanced search:

Availability  

Fields

Available
Custom Fields

  
  • Bit
  • Boolean
  • DateTime
  • Drop-Down (including Country and State)
  • Radio
  • Text Input

Unavailable
Fields

  
  • AttachmentURL
  • DatePicker
  • FileUpload
  • Hidden
  • PhoneNumber
  • TextArea

 


Saving an Advanced Search

You can save an advanced search for future use. This allows you to pull up an advanced search without needing to enter search parameters.

To save an advanced search, do the following:

  1. Click Contacts in SharpSpring's left toolbar.
  2. Click Advanced.
  3. Select applicable search filters in the Contact, Campaign, or Opportunity sections.
  4. Optionally, add other system or custom fields.
  5. Enter any necessary options for the desired filters.
  6. Click Save.
  7. Enter a name for the advanced search in the Name this search field.
  8. Optionally, click the Make this my default search checkbox.
  9. Optionally, click Make this search available to all users.
  10. Click Save.
    

Click to enlarge.
 
Note: Click Reset to clear all search filters.
 

Be aware that you cannot overwrite an advanced search when attempting to save new parameters. You will need to save the updated search under a new name.


Using a Saved or Recent Advanced Search

You can open and use a previously saved advanced search.

To use a saved or recent advanced search for another advanced search, do the following:

  1. Click Contacts in SharpSpring's left toolbar.
  2. Click Advanced
  3. Click the  arrow-down3.png  Searches drop-down menu.
  4. Select the desired search. 
  

Click to enlarge.
Note: Your three most recent searches will autosave under Recent Searches.
 


Editing a Saved Advanced Search

You can edit the name and default status of an advanced search as needed. Be aware that this does not change the search parameters. You will need to save any new parameters as a different advanced search.

To edit an advanced search, do the following:

  1. Click Contacts in SharpSpring's left toolbar.
  2. Click Advanced.
  3. Click the  arrow-down3.png  Searches drop-down menu.
  4. Hover over the desired search. 
  5. Click Edit.
  6. Enter a name for the advanced search in the Name this search field.
  7. Optionally, click the Make this my default search checkbox.
  8. Click Save.
    

Click to enlarge.


Deleting a Saved Advanced Search

You can delete an advanced search at any time. 

To delete an advanced search, do the following:

  1. Click Contacts in SharpSpring's left toolbar.
  2. Click Advanced.
  3. Click the  arrow-down3.png  Searches drop-down menu.
  4. Hover over the desired search. 
  5. Click  12pencil.png  Edit.
  6. Click Delete Search. 
  7. Click Delete.
    

Click to enlarge.


Setting a Default Saved Advanced Search

You can set an advanced search to display certain information by default every time you access the Contact Manager.

To set or remove a saved search as a default search, do the following:

  1. Click Contacts in SharpSpring's left toolbar.
  2. Click Advanced > Saved Searches.
  3. Hover over the desired saved search.
  4. Click  eye.png  Make this your default search to set the search as default.
  5. Optionally, click  eye.png  This is your default search to remove the default status.
  

Click to enlarge.

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