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 within specified folders.
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.
Account: This search is only available if you are using the accounts feature in PhoneBurner. The account name is the company name assigned in accounts.
Search for contacts with specified information in your Custom Fields.
Appointments: You can search for contacts who have appt. scheduled on your calendar.
Creating and Editing Saved Searches:
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:
As of our 09/19 update, Saved searches are now editable. To edit your a saved search, see this video for info.
Go to Dial Session settings/ contacts and click on searches and you will have an option to edit any saved searches created after the update was applied.
This will open up the window to see your saved search and adjust the search you created and update the search.
Any time you click on a saved search and open it , you will also have the option to edit the saved search from the results window.
If you rename your search, and save it , it will just overwrite the original search and not create a new one, so if you are trying to save a variation of the same search, you would have to start a new search from advanced search.