Search allows you to search for any contacts within the system, filter through contacts or export a list of contacts as a pdf or an excel file. Clicking on this option will open the page shown below.
The list of contact records contains the following information:
- Email Address
- Job Title
- Job Level
- Company Name
- Last Updated
You can also sort items by grouping them; to do this drag the column header that you wish to group by into the blue box above the columns. This will sort the contacts into groups defined by the column header, an example is shown below. I chose to sort the contacts by Job Title so dragged it into the blue box above the columns, as you can see the contacts have now been grouped by Job Title.
To change the order that the contacts are displayed in click the column header that you wish to organise by. Clicking once will arrange them in alphabetical order defined by the information in that column; an example is shown below.
Clicking the column header for a second time will arrange the contacts in reverse alphabetical order as shown below.
Clicking the column header for a third time will return the contacts to displaying in the original order.
1. Export allows you to export the search table to a number of file formats. When exporting to CSV, XML and Excel (Import) all fields will be exported regardless of whether or not they appear in the search table; when exporting to Excel or PDF only columns displayed in the search table will be exported.
2. Custom filters allows you to conduct a more detailed search of the contact records; for more information on this function see Custom Filters
3. Shelve will add the currently selected records to the contact shelf. This option only become available after selecting an item from the search table,.
4. Go to Shelf will take you to the contact shelf; for more information on this function see Contact Shelf.