bySurfDesk10911-20-201308:46 AM - edited 12-03-201301:22 PM
This week’s Connect tip is about how you can filter your search results so you’re adding only those contacts you really want to your cart. After you’ve entered your initial search criteria in the search bar or by using Advanced Search, there are additional ways to filter and sort your results to find exactly what you are looking for. Specifically, we’ll address sorting/filtering from your search results and the cart.
Don’t want contacts you’ve already purchased using Connect? Use the ‘Hide my Owned Contacts’ option:
Interested in only contacts with direct dial phone numbers? Use the ‘Show Only Direct Dials’ option to filter for them:
Looking for someone specific who is not coming up in your search results? See if they have been marked as Inactive by the community using the ‘Show Inactive Contacts’ option:
Want to see contacts updated in a certain time frame? Narrow your search results by the time frame they were last updated in using the ‘Show only Contacts Updated:’ option:
Plus, all the search options available in the Find Contacts search are
also available from your search results if you need to adjust your criteria.
Don’t forget that the columns in your search results are sortable so you can sort name, company, title, city, state and country alphabetically, just by clicking on the column header. Plus, you can sort by the last updated date to bring the most recently updated contacts to the top. Before you add contacts to your cart, sort your contacts and use the filters to narrow it down to the contacts you need. Then, you can add the contacts in your search results to your cart, or pick and choose the records you add, using the Get Contacts menu.
Once you are in your cart, you can remove individual contacts so you are only purchasing the contacts you want.
Sorting and filtering your search results ensures you are getting exactly what you need. Make good use of the search results filters so when it comes time to check out, you already have the exact list you want!