Overview
Advanced & Saved Search helps you find and keep what you need. Search using combined criteria and custom fields. Save your advanced searches to use again and again. Use saved searches to create real-time lists and reports that can be referenced quickly — such as recent leads, upcoming birthdays, records by type, and more.
In this article, you'll learn how to use advanced and saved searches. For tips on using advanced & saved search, check out the article on Tips & Examples for Advanced Search.
IN THIS ARTICLE
Advanced Search
Define your Search Criteria
Select the fields you want to search on and then select Search. Fields left blank do not impact your search. Your search criteria shows at the top of the search results page for easy reference.
A few things to remember when searching:
| Search Criteria | Note |
|---|---|
| Dates | Search date ranges or within a certain number of days. For certain date fields, you can select a particular month. Use the icon to change date searching options. |
| Address | Based on the Primary Address |
| Email & Phone | Searches all phone numbers and email addresses |
| Custom Fields | Limited to Text, Check Box, Check Box List, and Drop Down fields. |
Start Over or Edit your Criteria
After performing a search, you can update or refine your search criteria by clicking on 'Edit Criteria'. Or, if you need a clean slate, simply select 'Start Over'.
Start Over: Starts a new search.
Edit Criteria: Returns you to the search criteria page and where you can update the search criteria.
Search Result Actions
The Actions button on the lets you download your data in a CSV file format. No need to jump to the Reports to export the data, you can complete the task directly from an advanced or saved search.
Saved Searches
Saving your Search
After you perform the search, you can save the search to keep it for later. To save a search, select Save Search. Saved searches are unique to each user. Pick a unique and memorable name that describes your search criteria. You are able to view the search criteria fields and values for each saved search. Create and save as many saved searches as you need. You can also add saved searches to your personal dashboard.
Editing Criteria on a Saved Search
Editing the Criteria on Saved search allows you to update or refine your search. Click on 'Edit Criteria' and change the criteria as needed. Any changes made to Search Criteria on a saved search are automatically saved. Updated results from your new criteria will then display.
Saved Search Options
Once you have saved your search, there are a few options.
| Option | Description |
|---|---|
| Rename Search | Change or update the name of your search. Example: you edited the search criteria so now your naming is not accurate for the search results. From the Options menu, select Rename Search to change the name of the saved search. |
| Create Copy | Create a copy of your saved search criteria. This option is helpful if you want to edit criteria to view new results without changing your original saved search. You can then rename the new search, keeping your original saved search in tact. |
| Delete Search | If you no longer need a saved search, you can delete it. From the Options menu, select Delete Search. |
Column Settings on Search Results
If your Advanced or Saved Searches use criteria that is not included in your column settings, rest assured the search results include the correct results. For example, if you search by a custom field, even though the column for that particular item does not show on the page, the correct results for the search will display.
For more on how to customize the column settings, review the Working with Column Settings help article.