It may be necessary for you to search for contacts within the database and itris enables you to perform a contact search on a number of different criteria.
If you are not already familiar with the basics of searching, it's recommended you check out the related article Searching Introduction. This covers key basics, including searching reverse and null criteria.
We also recommend referring to the Boolean Searching article if you will be searching the Summary text criteria.
There are a number of related articles covering specific search criteria such as Keywords and Locations, or advanced functionality such as combining searches that you may wish to refer to.
The available search criteria is divided into five sections; Details, Company Terms, Keywords & Custom Fields, Geographical Ranges and Marketing Preferences. Whereas you don't need to add criteria to each section, if you do, the criteria between each section will be treated as an AND search.
Within the Details area, there is a plethora of criteria you can search on. You may want to take particular note of the following:
Contact Type - these are treated as OR searches, so if you tick multiple options, the results would only need to match one selected contact type and not all. Leaving unticked will search all contact types.
Company Type - this refers to the company type of the company the contact is created against. These options are also treated as OR searches, so if you tick multiple options, the results would only need to match one type and not all. Leaving unticked will search all types.
Department - this will search where departments have been added to a contact record both via the free text and list value route.
Contact Capacity - narrow your searches down, for example, to just the Hiring Managers.
Summary - similarly to the Applicant CV Text search you can also use boolean searching within the summary. This is useful if you are searching for information about a contact which you've included in the summary but might not be recorded elsewhere.
Date Ranges - you can search contacts by submission activity, for example looking at all contacts that had an interview last week, or those that have never had any activity in relation to part of the submission process.
A likely key area to search for business development purposes as well as ensuring the contacts you are working with you have signed terms with is, Company Terms. In addition to being able to search company terms from a company search, you can also search company terms from a contact search. This way, you can include contact specific criteria in your search. You can search for clients with or without terms, and when searching for those with terms, you can search on the agreed date and the various statuses. See the related article for further information on setting Term statuses.
You can also search on the Keywords and Custom Fields added to contact records. See the related articles for more information.
You can search for contacts based on their addresses, postal codes or locations.
Data in each geographical range field acts as OR searches, so for a contact to be returned in the results, it would just need to match one of these criteria.
When searching Marketing Preferences, there are three state criteria options available (exclude, include and ignore), please see the Searching Introduction article for more details.
You may use this area to search for contacts you can send marketing emails to, or who are happy to receive marketed CVs.