Editing
Advanced Search
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
== Step-by-step instructions == Follow these detailed steps to create an advanced search: === Step 1: Initiate Advanced Search === From the Contacts overview page, click on the '''Search Contacts''' field, then choose the '''Advanced Search''' option. === Step 2: Open the Segment Builder === The segment builder will appear at the top of the page, allowing you to define your search conditions. === Step 3: Select a Condition === Click on the left-most field that states '''(Select a condition).''' A dropdown of condition categories will display. Click any category to reveal its conditions. Select the desired condition by clicking it (e.g., select the '''Tag''' condition under the '''Contact Details''' category). === Step 4: Choose an Operator === Select an appropriate operator for your conditions by clicking the middle field. For instance, if you're looking for contacts with the "Engaged" tag, choose the '''Exists''' operator. === Step 5: Define Your Value === Input a specific value for your condition in the field on the right (e.g., choose or type "Engaged"). === Step 6: Add Additional Conditions === To refine your search further, you can add more conditions by clicking '''+ Add another condition.''' You may specify whether you want the new condition combined with โAndโ or โOrโ logic for the search results. Utilizing '''And''' means both conditions must be met, while '''Or''' means any of the conditions can be met. === Step 7: Execute the Search === Once youโve defined your condition(s), click the '''Search''' button. Your results will be displayed on the Contacts page, corresponding to the specified conditions. === Step 8: Reopen Search if Needed === If you need to adjust your search conditions, click the '''Search contacts''' field again to reopen the advanced search builder.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information