To use the Filter search function, follow these steps:
- Click the blue ‘Add Filter’ button. Three boxes will appear that help you to refine your search.
- The first box is a list of data fields eg email, title, first name etc. Select what data field you would like to use to commence your search.
- The second box allows you to specify how to use that data field eg begins with, ends with, does not contain etc.
- The third box allows you to specify the information to use in the search. Hit the orange "Search" button to commence the search.
- Click the blue 'Add Filter' button to continue to add filters to further narrow the search.
- To remove a filter, click the orange circle next to the filter boxes.
- The contacts that appear adjust based on the criteria you are searching.
- If you would like to search all Projects and Interests, you need to leave the ‘All’ option highlighted, and only use the Filter function.