Advanced Search

Search by setting parameters, using rules and combining criteria.

Our most powerful search feature explained.

Basic mode

Steps

1. Click on the quick search field.
2. Select Advanced search.
3. Select your field in the left-hand side column.
4. Select your range/constrains in the centre column.
5. Type your value in the right-hand side column.
6. Click Search.

Add multiple rows to narrow down your results.

1. Set up your first row as per the steps above
2. Select the blue '+' (addition) symbol
3. Select your field in the left-hand side column
4. Select your range/constraints in the centre column
5. Type your value in the right-hand side column
6. Click Search.

Expert mode

This setting allows you to search for two sets of results at the same time.

Steps

1. Click on the quick search field
2. Select Advanced search
3. Select your field in the left-hand side column
4. Select your range/constraints in the centre column
5. Type your value in the right-hand side column
6. Click Search.

Save your Search

You can save regularly-used searches for yourself, or your wider team, for quick and easy access to specific search results.

Steps

1. Click on the quick search field
2. Select Advanced search
3. Select your field, range/constraints and values in the search option
4. Add further rows of search values as needed
5. Once all values are added, select 'Save Form'
6. Name the search
7. Tick 'Global' if you wish for your wider team to access the search
8. Select 'Update' to save the new search
9. Select 'Load Form' to find a previously saved search.

Example

For an example, see our guide to find contacts added via the website. This covers how to locate contacts added to your database via your website's enquiry form or newsletter sign-up form.