Searching via Source

How to query records based on their source

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Searching via source is a powerful tool as it allows customers to find contacts based on where you found their information. Sources will generally append to contacts automatically, such as when a contact applies via a job board. However, they can always be manually updated to display a new source.

To begin, navigate to search, enabled Advanced and then select Add Filter. From here, you may begin typing to find the Source filter.

Simply use the magnifying glass or begin typing in the Source field to search for the source(s) of your choice.

Pro Tip: If you're looking to find contacts that do NOT have a source, simply select the cogwheel and then check the box for: Has no data in this field. That will display a list of contacts that do not have a listed source if you're looking to clean your database up and ensure all contacts have a source.

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.

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