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Clients say it Best...

I purchased your program last month. I have to take the time to write and let you know what an amazing job you have done in putting this program together.

Every day I laugh thinking... this is beautiful...why didn't I do this sooner! It has inspired me to work harder, do a better job of managing my clients, and in finding new business. I look forward to opening this program each day.

So a BIG THANK YOU TO BIGCONTACTS for a job well done!!! Please pass this along to all that have put their hard work into developing this program.

Michael S.
 
Los Angeles, CA
Insurance, Financial Planning
The support at BigContacts is far superior to any other web service I have used, including SalesForce.com. Not only are they friendly and professional, their response time has been amazing.

Ray T.
Vancouver, BC
Business Consultant

  Overall, Big Contacts is the best solution I have found in many years. You can use it at a basic level or enhanced to meet your needs. Beginning users need not fear - it will be surprisingly easy to use. Advanced users can feel comfortable that it can meet your comprehensive requirements. The value in this product is excellent.

Lisa M.
Chandler, AZ
Accounting-Business Consultant

Big Contacts has made us better. I have been a user of Big Contacts coming up on two years (July 2008). And though it took real effort for me to break-away from a stand alone version of ACT, I'm glad I've made the move to a web-based CRM...

Daniel M.
Salt Lake City, UT
Mortgage Broker

We love Big Contacts. Easy to use, economical and provides everything we need to schedule follow-ups and communicate with customers. Auto-pilot campaigns allow us to stay in touch with clients behind the scenes, and email templates provide me with a way to ensure my sales people are sending effective and professional communication in an incredibly time-efficient fashion. Before finding Big Contacts, we looked at virtually every contact management system we could find and had just about given up because we didn't like any of them. Our IT dept was going to have to build one in-house. Big Contacts is what we'd have built if we'd done it ourselves, only much better

Brian G.
San Diego, CA
Sports Coaching Services
Read More... 

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Tips for Advanced Search in BigContacts

  
  
  
  
  
  

We often receive questions regarding better ways to search for and filter out a targeted list of contacts.  As you may know, BigContacts offers a very robust search function that we simply call "Advanced Search". 

Note:  We have added a new search function that we have outlined below.

This great search tool can be accessed in one of two ways in your account.

  1. From the "Contacts" Tab
    This is a great way to do a quick search without leaving the "Contacts" Tab.  The search capabilities here are the same as you will find by using the "Advanced Search" in the "Reports" tab.  The only thing you CANNOT do here is create a "Custom Report" from your search. 

    Advanced Search in BigContacts
     
  2. From the "Reports" Tab

    If you have a certain report that you like to run periodically, you will want to save the search as a "Custom Report".  The next time you need to access this information, simply click on the "Reports" tab and notice that the first tab to the right of the "Advanced Search" is the "Custom Reports" tab.  Click on this and you can view your entire list of custom reports.  One click on the report name and you will have your results.

    The great thing about these custom reports is that they are "dynamic" reports.  Meaning that every time you pull up this report our system will search for and display all of the contacts that CURRENTLY fit your search criteria.

Advanced Search in BigContacts

Special "Advanced Search" functions

We offer a number of special functions that allow you to perform more specific searches within your system.  This list of special functions is located at the bottom of the "Advanced Search" window.  If you scroll down past all of the search fields, you will see a description of how to use these special search functions next time you need to find a certain subset of your contacts. 

Special Search functions in BigContacts

Below, we have included the text from this highlighted section. 

You can search on multiple tags. You can AND the tags, or you can OR the tags. To find contacts that have both tag1, tag2 AND tag3, enter 'tag1 tag2 tag3' in the box next to tag. The space between the tags indicates 'AND' To find contacts that have either tag1 OR tag2, enter 'tag1,tag2' (with no spaces) in the box next to tag. The comma between the tags indicates 'OR' 

Add a '%' to the end of a search string to find a partial match. For example, to find all contacts whose last name starts with 'Mc', enter 'Mc%' in the box next to 'Last Name'. 

Add a '!' to the beginning of a search string to look for contacts that don't have that information. For example, to find all contacts that do not live in 'Chicago', enter '!Chicago' in the box next to 'City'. 

Use '<blank>' to find empty data fields. For example, to find all contacts for which you do not have a date of birth, enter '<blank>' in the box next to 'DOB' 

***Special Search Function - just added!***

In addition to all of the special functions listed above, we have just released a new search function. 

You can now search for and pull up a list of contacts that have a certain field populated.  For example, let's say you ONLY want to pull up a list of contacts that have an email address loaded into their contact record, as you are planning to do an email blast and you want to find only those contacts that actually have email addresses to send to.

Use '_%' in any of our standard data fields and this will only present you with contacts that have that field populated with data.  This is so new, we have yet to update our "special functions" with this search tip!

So next time you need to find that list of contacts that all have information loaded in a certain field, this is the tool for the job.

Note: these special functions do not work with custom data.

To learn more about how to use this great tool in BigContacts, feel free to start a live chat (Monday - Friday 8am-5pm EST)

 

BigContacts Live Support

Please feel free to submit a support ticket or join us for a live chat should you have any questions as you work with this new module.  BigContacts Support Center

Comments

There are two approaches that you will want to consider going forward. 
 
1) You can continue to place this information in your "notes" of the contact record. If you choose to continue this route, you can still find this list of contacts. From the "Contacts" tab, in the top center where you normally search for a contact - notice two radio buttons. The button that is always selected by default is labeled "By Name/ Company". If you select the button labeled "By Keyword", you can now type in the keywords you wish to search for. PLEASE NOTE: depending on the size of your contact database this can take a few additional seconds to search. There may appear to be nothing happening as there is no spinning wheel, etc. If you are patient, you will see the results appear the same as is you had searched for the contact by name. All contacts that have this keyword in their history will pull up and you can then select any one of them to view their record in detail. The limitation to this approach is that you cannot pull then into a list for export to excel, etc. The search box is simply showing you all that contain that keyword for you to choose one of them, etc. 
 
2) If you wish to have more flexibility in how you can pull this data into a report with other filters, etc. - You will want to create a custom field in the system and enter your information there. By doing this, you now have the ability to create a full report that will display your selected data fields for all contact that contain "Corey Leads (#)" in that custom field. 
 
I hope that helps to answer your question. Please feel free to join us any time for one of our FREE Best Practices webinars if you would like to learn more about how this is done in BigContacts.
Posted @ Wednesday, October 06, 2010 9:13 AM by Bob Walton
Thank you very much Bob for always answering questions for the layman so patiently, simple, detailed and clear.
Posted @ Wednesday, October 06, 2010 5:24 PM by Dat To
It appears from your comments that you may already know the answer to this question. If you will refer to the commends we offer at the end of this blog post, you will see that these commands are typically 1-3 character entries that can be placed in a search field to enhance your filtering process.  
 
No knowledge of SQL statements is needed. If you would like a detailed explanation and demonstration of how easy these commands are to use, please join us for one our best practices webinars. We have included buttons right in the article for you to register. We hope to see you there.
Posted @ Wednesday, October 20, 2010 12:49 PM by Bob Walton
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