Friday, December 14, 2018

Create a Search that Pulls Up Contacts by Area Codes

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Contact.
2. Under Standard tab > Use Expression =T.
3. Set Criteria:

  • Parens filter set to single option = (.
  • Under Filter select Phone > starts with (enter 1st area code) 
  • For And/Or select OR
4. Set other criteria:
  • Under Filter select Phone > starts with (enter 2st area code) 
  • For And/Or select OR                  
Note: Set all Phone area codes as needed.
  • Parens filter set to closing single option = ) for the last line.

    5. Results tab: Add required fields (e.g., Email, Phone, Name, etc.) 

    6. Enter the name of the search in the Search Title field.
    7. Click Save & Run.


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