How to use the Advanced Search
The Advanced search allows you to quickly and easily search which contacts meet the criteria you set at any given time. You can add and mix search criteria using the different custom fields you've already set up in OnePageCRM. Go one step further and save your Advanced search as a Filter for reporting.
Use the Advanced Search
1
Click the
sliders icon to the right side of the search box to open the
Advanced search
feature.
2
In the
Advanced search pop-up search contacts by a combination of multiple criteria:
| Status |
Organization |
| Tag |
Lead Source |
| Job title |
Date created
|
| Star |
Email |
*Owner
|
Phone |
*Note:
if you are on the Business plan and have User Groups, you can filter by User Groups for the Owner criteria.
Database utilities
Actions
| Next Action date |
Closed sales cycle date
|
| Assigned to |
Closing comment text |
| Next Action text |
Deals
| Expected close date |
Deal item |
| Date closed |
Deal created |
| Status (Won/Lost/Pending) |
Commission |
| Deal Owner |
Cost |
| Deal name |
Margin |
| Deal value (total) |
Actions
| Next Action date |
Closed sales cycle date
|
| Assigned to |
Closing comment text |
| Next Action text |
Contact address and Organization address
| Address |
State |
| Zip |
Country |
| City |
Contact Custom fields
| Any contact custom field you have setup can be selected here |
3
Click
Add another filter
line to combine multiple criteria.
4
Set whether you want the search to match
all criteria or
any one of the filter criteria selected in
Where contacts match of the following…
5
Click
Run.
Save an Advanced search as a Filter
1
In the
Advanced search pop up type the name of the filter.
2
Click
Save & Run.
Note: When you save an
Advanced search as a Filter, it will be found under the Filters section in the Action Stream. See
here for more information on
Filters.
Finding an exact match
NOTE
- Live update of available contacts is shown in the top right corner of the Advanced Search pop-up.
- If a contact is updated as a part of a Bulk Update, this is not recorded when you run the Last Activity filter.
