Advanced Search is a great tool that can be used to search for contacts with specific search criteria.
To access the Advanced Search tool:
1. Click on Contacts
2. Click on Advanced Search
3. Click on the appropriate category to expand the searchable fields
Enter your criteria and click Search
Here is a breakdown of the different searchable sections in the Advanced Search tool:
Search for contacts by First Name, Last Name, Email, or Phone.
Search for contacts by Address, City, State, Zip (searching within a desired distance is optional), Country, or Timezone.
Search for contacts with a single tag or multiple tags. The option to search for a contact without specific tag(s) is also available.
Search for contacts with a single status (which is created by the last disposition button that was used when the contact was called in a dial session), or search for contacts with multiple possible statuses. Searching within a date range for the last time the contact was called and/or the total number of calls made to the contact are also available options.
Search for contacts with a specific star rating (if applicable). Search for transferred contacts and non-transferred contacts. Search for contacts with specific notes. Search for contacts who were added via import or via the Add a Contact button. Search for contacts added within a specified date range.
Search for contacts who have an Active email address, who have Unsubscribed from emails, who's email messages have either Soft/Hard bounced, or for contacts who have issued a spam complaint. Search for contacts with a Confirmed, Restricted, Limited email status. Search for contacts who have/have not opted into receive the Pre-recorded Voicemail.
Search for contacts who have Opened an email or watched a Video.
Search for contacts with specified information in your Custom Fields.
Search for contacts within specified folders.
The option to create a Saved Search is also available in the Advanced Search window.
With a Saved Search, contacts that match the saved search criteria will show in the the search results with the a single click from the Contacts page: