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Searching and Filtering Lists
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You can search for a contact, account, opportunity, or create filters to display
results according to the selected
criteria. To sort the entries by a particular field, click the header
name (i.e., Last Name). Clicking the same header toggles the results between
ascending and descending order.
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Search
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To search for particular text associated with a contact, type a word or phrase
in the Search field. Select the field you wish to search from the drop
down box and click Go.
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To exit the search result screen and view the full list of contacts, click Cancel.
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Filters
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The Filters option allows you to create a customized search based on selected
criteria that you define. After a filter is created, it is saved for future
use.
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To create a filter, click the Create New Filter link that appears next
to the filter selector dropdown. A screen will appear.
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Type a name for the filter. A good filter name is one that describes the
filter, such as "Georgia Contacts" or "Source-Web with Opt Out".
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Select the scope of the filter:
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Information Owned by Me
allows you to filter the output so that only contacts of which you are the
owner are displayed.
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All I Can See allows you to see the contacts owned by you, as
well as contacts you have permission to view or edit.
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Select filter conditions by clicking Edit on one of the filter condition
sections. A new window will pop up.
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Select the field you wish to filter.
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Select the operation. Note that if the field that is selected is a text field,
"Greater than" or "Less than" will order based on alphabetical order. If it is
a date field, the "Greater than" or "Less than" operation will be based on the
selected dates.
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Select the fields to be shown in the output.
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Select visibility:
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Visible to Everybody
allows everyone in your group to see and use the filter.
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Visible only to Me creates a private filter that will not be
seen by anyone else in the group.
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