Searching via Record Status is a powerful tool as it allows customers to find contacts, companies, and opportunities based on their given status. For more on Record Statuses, check out our guide here.
Cannot find a Contact or Company in your search? A status with Visibility set to Hide keeps records out of search results. Use the filter below to find them, and then check the record’s status.
Additionally, statuses such as “Active” or “Inactive” are configurable options in Crelate and indicate whether a candidate’s record is active. These statuses are customizable according to your organization’s needs, which makes them invaluable for narrowing search results effectively.
To begin, follow the steps outlined below.
Go to Search, and turn on Advanced mode.
Select Add Filter, and choose Contact Record Status to find Contacts, or Company Record Status to find Companies. You can also start typing to find the filter.
Simply use the magnifying glass or begin typing in the Record Status field to search for the statuses of your choice.
What's Next?
Looking for more on search? Trust that we have you covered! Check out our Master Guide that serves as our one stop shop for all things search! Also, if you're looking for other popular search filters, check out our advanced guide below.