Advanced search / filters (multiple groups, by date, etc) | Voters

Advanced search / filters (multiple groups, by date, etc)

complete

Kevin Sun

Be able to search /filter contacts with multiple filters (name, email, etc date, location, groups) and combine these searches.

January 18, 2021

Kevin Sun

marked this post as

complete

Combined with our recent filters on companies and education, I'm making this request as done! I'll create another set of feature request for filters on custom fields, boolean logic, and description

Paul McGregor

Yes! I would love to be able to create a list of people who work in government... If I could search by whether their email includes "govt" then I would get an amazing list.

Sascha Mombartz

create a view that allows to search/filter for words in the description of a contact.

Danilo Bueno

Be possible to filter or create some lists that will be automated filled based in some criteria. Consider custom fields as well.

Johan de Beurs

Keen to see this. Want to create views that use nested boolean logic i.e., (A and B) or (C and not D). Also want to be able to chain views e.g., all CxOs/decision makers, then within this all who are interested in a particular topic

Lukas Kemkes

Looking forward to this, Kevin! Would love to use this to create lists with all people I had calls with in 2023, 2022, etc.

Ahmed Naeem

Yes as well as by date. If i d like to remember interactions on a particular day eg who i called last Monday etc should be able to see on a search or calendar view

Fabian Bader

It seems that it is currently not possible to search e.g. for Twitter names.

Could you please also expand the search capability to all fields within a contact?

Keith Pieper

I am unable to find matches because the search is case sensitive.

Denis Efremov

I am getting back to the question of selecting personal CRM again and this is in fact the feature I need the most in it. Any updates on timing of when this feature may go live?

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