I am trying to do a serach for contacts that are on 1 list but not on any 1 and up to 4 other lists. It would be nice if there was a an OR option. Here is an example.
Thanks for sharing this feedback!
We really need the "and" functionality.... based on a more robust program and functionality, we may have to look elsewhere for our solution.
Thanks for posting this feedback! We're aware of this and working toward a resolution. For the current time to do a search like this you can search by Tag A, save to a list and then search that list for Tag B.
Thank you for the great suggestion, @JonathanB981!
We don't currently have the ability to narrow down our advanced search by list, but this is definitely something I can see as being useful. I'm happy to share this feedback.
We should be able to search
Tag is 'Vet'
Tag is not 'New Client'
Tags seem a bit pointless without that search functionality.
Has there been any update on this, I just posted this very same suggestion, not realizing it had already been suggested.
Great feedback @SteveB6360,
Opening this up for voting!
The contact search engine is frustrating because you need to type the exact name or email to find a contact, and it won't search within the comments or notes of a contact for the information. For example, if I search for <email@example.com> it won't find it, because of the "<" symbol. Or if the email is misspelled (firstname.lastname@example.org), it won't pull up that contact. I also wish I could search keywords, such as "John" "Canada" "engineer" and it would pull based on information in John's profile, and cross reference tags, such as "contains tag: Canada" and "contains tag: engineer". Right now, the search engine only allows for you to search one tag at a time.
Main idea: make the search engine smarter and more intuitive/user-friendly
Advanced search is definitely under-powered. Since CC doesn't support Boolean searches, try selecting all the records that match any of the criteria using CC's OR logic.
For example, if you want to see all contacts that have a certain combination of tags, use CC search to find contacts that include ANY of the tags in which you are interested.
Example: Tags is "Tag1" OR Tags is "Tag2", etc.
1. Export the CC search results to a CSV file
2. Use a tool like MS Excel to open the CSV file and use filters to select only the rows that meet your original criteria (rows that contain both Tag1 and Tag2).
3. Save the filtered rows to a new CSV
4. Import the filtered CSV back into a new CC list or give the contacts a new tag upon import, such as "Both Tag1 and Tag2".
Now you should be able to search for the records using a single tag or by opening the newly created list.
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