The Find feature in Crelate allows you to quickly narrow down a large listing of candidates into manageable sizes using specific criteria about how you have categorized or interacted with a candidate. Find allows you to filter contacts on criteria such as tags, custom fields, location and more.
In the below example, we'll use find to narrow down results using Tags and activities.
- Click on Contacts in the left navigation bar
- Select Find
You'll then notice the Find query builder will display on the right hand side (pictured below). Utilize the Add Field drop down menu to select which fields you'd like to query through (more on this below). At any time, you may also Save your results as well to return to your query.
Pro Tip: In the example below, if adding multiple tags, you may indicate that results must have ANY, ALL, or NONE of the tags
Adding Fields to your Find Query
You can add additional fields to find, by clicking on Add Field in the upper right, and selecting the field you want to filter on.
Saving Your Query as a View
Once you have completed your Find, you can save your query as a dynamic view. This will allow you to select the view in the future, without needing to rebuild your query.
- When you have completed your query, select Save.
- Name your view
- Once your view is saved, you can select your view in the top left corner of the contacts area.
Accessing your Saved Query
To find the query you've just created, navigate to the drop down menu above and select your saved result.
Remember that your view is Dynamic. If you add new contacts tomorrow that meet the criteria of your view, they will automatically show when selecting the view!
Need more information on the basics of search? Check out our content below!