Add Saved Advanced Searches to Your Dashboard
Overview
Advanced Search lets you create detailed filters to find exactly the contacts you want. By saving these searches and adding them to your dashboard, you can quickly see and access dynamic groups of contacts as they change over time.
How to Save an Advanced Search
1. Go to Contacts
- Navigate to Contacts in the main menu.
Open the Contact List.
2. Click the Advanced Search Tab
Select Advanced Search to build your filters.
3. Add Your Filters
- Choose the fields and conditions you want.
Combine multiple filters if needed (e.g., Tags, Categories, Sources, Activity Dates).
4. Run the Search
- Click Search to view matching contacts.
- Adjust filters if necessary to refine results.
5. Save the Search
- Click Save This Search.
- Name your search so you can recognize it later.
- Click Save to store it in your account.
How to Add a Saved Search to Your Dashboard
1. Go to the Dashboard
- Click Dashboard in the main menu.
2. Add a Widget
- Click Add Widget (or the + icon, depending on your system layout).
3. Choose Saved Searches
- Select Saved Searches from the widget options.
Choose the specific saved search you want to add.
4. Confirm and Save
- The widget with your saved search will now appear on your dashboard.
- Click Save or Done if prompted.
5. Use Your Dashboard Widget
- Click on the widget anytime to instantly view up-to-date results for your saved search.
- The list updates automatically as contact data changes.
Tips for Using Dashboard Searches
- Use clear, specific names for saved searches to avoid confusion.
- You can add multiple saved searches to your dashboard if you track several segments.
- Combine filters for precise targeting (e.g., Tag + Category + Last Contacted Date).
- Edit or remove widgets anytime from the dashboard customization settings.
Add Saved Searches to Your Dashboard: Questions and Answers
Q: What is an Advanced Search?
A: It’s a tool that lets you filter contacts using multiple, specific criteria, such as Tags, Categories, Sources, or custom fields.
Q: Can I save multiple searches?
A: Yes. You can save as many Advanced Searches as you need.
Q: Do saved searches update automatically?
A: Yes. The search results will always reflect your current data. If new contacts match the criteria, they will appear automatically.
Q: Can I edit a saved search?
A: You can run the saved search again, adjust the filters, and save it as a new search if you need changes.
Q: Can I remove a saved search from my dashboard?
A: Yes. Go to the dashboard, find the widget, and use the Remove or Edit option to delete it.
Q: Do saved searches affect other users?
A: Saved searches are tied to your account. Other users can save and add their own searches without affecting yours.
Q: Can I use saved searches for group actions?
A: Yes. After running a saved search, you can add those contacts to Group Actions for emailing, tagging, or exporting.
Q: Are there limits on the number of dashboard widgets?
A: There is typically a limit based on available space, but you can add multiple saved search widgets as long as they fit on your dashboard.