Table of Contents

  • Search Views - change fields shown in search results
  • Display Contacts As - instead of returning Contact records, show another entity type
  • Zip codes - by numeric range and by distance from
  • Custom fields must be set as "Searchable" when created or they won't appear

Search Builder

Custom Searches

Working With Search Results

  • Export
  • Batch update via a profile
  • Map
  • Merge
  • Add to group
  • Creating a Smart Group

Updated: 3-6-2019