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How do I use the 'Search and Segment Contacts' section?

Posted by Shaka Zulu on 26 September 2012 12:26 PM

Firstly, navigate to the Address Book menu and then click Search & Segment Contacts. There are two searches available; a Basic and Advanced search.

Basic Search
  1. In the Search Fields section, enter the fields you want to search for.
  2. Select the And option if you want to return a search result that matches ALL the fields that you typed in.
  3. Select the Or option if you want to return a search result that matches ANY of the fields that you typed in.
  4. In the Available Groups section, select from which group(s) you want to search in.
  5. Click the Search button to start your basic search
Advanced Search
  1. In the Available Fields section, select, from the drop downs, any extra fields you would like to search for. Click the Add button to add them to your search requirements.
  2. In the Search Conditions tab, it lists all the requirements for your search, which includes the default First Name, Last Name, Email, and any extra fields you may have just added from the previous step.
  3. If you decide to remove any of these requirements, simply click the X button to the left of each field.
  4. For each of these fields, you can further refine your requirements by selecting from the drop down either Contains, Not Contains, Equals or Not Equals.
  5. In the textbox beside these drop downs, type in the keywords you would like to search for.
  6. Select the And option if you want to return a search result that matches ALL the fields that you typed in.
  7. Select the Or option if you want to return a search result that matches ANY of the fields that you typed in.
  8. For even further refinements, click on the Fields to Display tab, and select the fields you would like your search result to display.
  9. Once you are satisfied with your search requirements, click the Search button to start your advanced search
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