Revolutionized Advanced Filters for Seamless Customization
We are thrilled to introduce our revamped advanced filters, offering you a streamlined and intuitive way to tailor your searches in the Leads, Contacts, Companies, Jobs, and Candidate sections.
With options to choose from Advanced, System Fields, and Custom Fields, you can now search for any field effortlessly using the search bar.
Performing Advanced Filters Search:
Navigate to the desired section (Leads, Contacts, Companies, Jobs, or Candidates).
Click on the "Advanced Filters" tab located at the top middle of the screen.
The advanced filters sidebar will open. Select the filters
Types of Headings Under the Advanced Filters Tab:
Advanced:
Boolean Query: Utilize Boolean search to combine keywords with operators (AND, NOT, OR) for more precise results.
You can follow the below button to learn more:
Geo Location: Perform searches based on geographical location by selecting "Geo Location" from the "Advanced" section.
To conduct Geo Location Search:
Select "Geo Location."
Specify the preferred location (e.g., city, state, or country).
Click "Apply," and relevant results will be presented.
System Fields:
Common search criteria are available based on the section (Leads, Contacts, Companies, Jobs, or Candidates).
Custom Fields:
Custom fields specific to the section being searched, are selectable based on your requirements.
Applying Single Search Criteria/Field
Click and select the first desired field.
Add conditions (In, Not In, Greater than, Less than, Equals, Is, Any of, etc.).
Select options from the drop-down menu.
The filter is applied automatically, or click "Apply" to save the filter.
You can name the filter (optional) as needed.
Applying Multiple Search Criteria/Fields
Click and select the first desired field.
Add conditions (In, Not In, Greater than, Less than, Equals, Is, Any of, etc.).
Select options from the drop-down menu.
The filter is applied automatically.
Click "Apply & Add New Field" to save the filter and add another field. This step can be repeated multiple times to narrow down your search.
Name the filter (optional) or delete fields as required.
Note:
You can delete the fields by hovering the cursor over the field name.
These enhancements empower you to efficiently tailor your searches, making your experience with advanced filters more seamless and personalized.