Accounts Overview

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How to Filter and Search the Accounts Overview Page

Introduction

The Accounts Overview page within ActiveCampaign is an essential feature that allows users to manage and customize their business accounts efficiently. This feature is particularly important for keeping track of customer relationships and ensuring that your sales team has access to vital information at a glance. Through the use of filters and search options, users can quickly narrow down their account list to display relevant information tailored to their specific needs.

This article will guide you through the various ways to filter and search the Accounts Overview page, helping you make the most of this feature.

How to Access This Feature

To access the Accounts Overview page, follow these steps:

1. Click on Contacts in the left menu.
2. Click the Accounts option.

Once you have accessed the Accounts Overview page, you will be able to utilize the various filtering and searching tools available.

Step-by-Step Instructions

Below are detailed instructions on how to customize, filter, and search your accounts.

Customizing the Account List View

To customize what fields are displayed in your account list view:

1. On the Accounts Overview page, click the Gear icon in the top right corner.
2. In the dropdown menu, select the fields you wish to appear. Unselect any fields you want to hide.
3. Click outside of the dropdown once you have made your selections.

Filtering Accounts

To filter accounts based on specific criteria:

1. Click on Contacts in the left menu.
2. Click the Accounts option.
3. Click the Add a filter button.
4. Choose a field group name.
5. Select the field by which you want to filter.
6. Choose the operator you wish to use.
7. Enter the field value that you will be using in the search.
8. Click the Apply button.

The Accounts Overview page will reload and display a list of accounts that meet your specified criteria.

Narrowing Your Results with Multiple Filters

You can apply multiple filters to further narrow down your results:

1. Follow the above steps for filtering. After viewing your results, click the Add a filter button again and repeat the filtering steps.
2. Continue to add filters until you have refined to the desired view.

Removing a Filter

To broaden your results by removing a filter:

1. Click the X next to the filter you wish to remove.

Filtering Accounts by Account Owner

To filter accounts by the Account Owner:

1. Click on Contacts in the left menu.
2. Click the Accounts option.
3. Click the Account Owner picker.
4. Select the Account Owner's name you want to filter by.

The results will display all accounts associated with the selected Account Owner.

Searching for Business Accounts

To search for specific business accounts:

1. Click in the search field on the Accounts Overview page.
2. Type the name of the account you want to find, either the full name or part of the name.
3. Press the Enter key.

The Accounts Overview page will reload, showing the account(s) that match your search.

Combining Filters and Search

You can use a combination of filters and search terms to get exact results. When doing so, the system will display accounts that meet all criteria you have set.

Exporting a List of Accounts

To export all business accounts to a CSV file:

1. Click Contacts.
2. Click the Accounts option.
3. Click the Export option.
4. A confirmation window will appear; click the Click to view process link.
5. You will be redirected to the Settings > Import/Export Status page. Click the Export tab.
6. Finally, click the Download option to download your CSV file.

Configuration Options and Settings

When using the Accounts Overview feature, understanding how to configure settings is crucial. You can customize which fields appear in your account list and apply various filters to streamline your workflow. Notable configuration options include:

• Gear Icon: Access to field customization.
• Add a filter: Selecting specific criteria for filtering accounts.
• Account Owner Picker: Narrowing down results by account ownership.

These options empower you to present data that is essential for your business process effectively.

Best Practices and Tips

• Regularly customize your account view for quick access to critical information.
• Utilize the combination of filters and search to efficiently pinpoint specific accounts.
• Keep track of the filters applied to ensure you can alter or remove them as needed.
• Export account data periodically for backup and analysis outside of ActiveCampaign.

Troubleshooting

If you encounter issues while using the Accounts Overview feature, consider the following tips:

• Ensure that you are correctly selecting the appropriate fields and values when applying filters.
• Double-check that you have the necessary permissions to view or filter certain accounts.
• If the filters do not seem to apply correctly, attempt to refresh the page after making changes.

FAQ

What is the Accounts Overview page?

The Accounts Overview page allows you to manage business accounts, providing options for filtering, searching, and customizing the display of account data.

Can I filter accounts by multiple criteria?

Yes, you can apply multiple filters to narrow down the results further, and only accounts that match all criteria will be displayed.

How do I export accounts?

You can export all accounts to a CSV file by using the Export option in the Accounts Overview page.

Is there a limit to how many filters I can apply?

While there is no strict limit, using too many filters may complicate the results. Focus on the most critical filters relevant to your search.

How do I adjust the displayed fields on the Accounts Overview page?

To customize the displayed fields, click the Gear icon on the Accounts Overview page and select or deselect the fields as desired.

Can I search for partial account names?

Yes, you can search by entering parts of the account names in the search field.

What should I do if filters do not work?

If filters are not applying correctly, refresh the page and ensure you have entered the correct parameters for filtering.

By following the guidelines outlined in this article, you'll be well-equipped to effectively utilize the Accounts Overview page in ActiveCampaign to manage your business accounts efficiently. ```