Using Advanced Search in the Account Manager

Article Contents

• Creating Advanced Searches
• Adding Fields to Advanced Searches 
• Saving Advanced Searches
• Using Saved or Recent Advanced Searches
• Editing Saved Advanced Searches
• Deleting Saved Advanced Searches
• Setting Default Saved Advanced Searches

The Advanced Search function provides a more complete filtering of search results than the standard search toolbar. Advanced Search is a more direct search tool that allows you to modify your search terms for a more focused result.

Advanced Search has search fields for many different parameters. Advanced Search even allows for custom search fields based on the various fields attributed to your accounts.

To create an advanced search, do the following:

1. Click Sales > Accounts in SharpSpring's left toolbar.
2. Click Advanced.
3. Select applicable search filters in the Account section.
4. Optionally, add other system or custom fields.
5. Enter or configure any necessary options for the desired filters.
6. Click Search.

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There may be times where the default fields in the Advanced Search panel are not relevant to your search. It may be that other fields may contain information that is better suited 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 Sales > Accounts in SharpSpring's left toolbar.
2. Click Advanced.
3. Click + Add Fields.
4. Click the checkboxes for the desired system or custom fields.
5. Enter or configure any necessary options for the desired fields.
6. Click 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 Sales > Accounts in SharpSpring's left toolbar.
2. Click Advanced.
3. Select applicable search filters in the Account section.
4. Optionally, add other system or custom fields.
5. Enter any necessary options for the desired filters.
6. Click Search.
7. Click Save.
8. Enter a name for the advanced search in the Name this search field.
9. Optionally, click the Make this my default search checkbox.
10. Optionally, click the Make this search available to all users checkbox.
11. Click Save.

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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 Sales > Accounts in SharpSpring's left toolbar.
2. Click Advanced Search.
3. Click the    Searches drop-down menu.
4. Select the desired search. 

You can edit the name and default status of an advanced search as needed.

To edit an advanced search, do the following:

1. Click Sales > Accounts in SharpSpring's left toolbar.
2. Click Advanced.
3. Click the    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. Click Save.

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You can delete an advanced search at any time. 

To delete an advanced search, do the following:

1. Click Sales > Accounts in SharpSpring's left toolbar.
2. Click Advanced.
3. Click the    Searches drop-down menu.
4. Hover over the desired search. 
5. Click    Edit.
6. Click Delete Search. 
7. Click Delete.

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

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

1. Click Sales > Accounts in SharpSpring's left toolbar.
2. Click Advanced.
3. Click the    Searches drop-down menu.
4. Hover over the desired saved search.
5. Click    Make this your default search to set the search as default.

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