SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Advanced Search

Sometimes the quick search isn’t enough and you really need to search on a couple of fields in order to find the lead or handful of leads that you desire.   SI Lead Manager has an Advanced Search that you can access by clicking on the Advanced link button next to the Quick Search input box.

Lead_Manager_Search

After clicking the Advanced link button, you will be presented with the Advanced Dialog window…

Advanced_Search_Dialog

And Or Options

In this column you will have the choice to make and AND or and OR type of selection for the line item.   You can read this like so…

AND Operation

Show me all the leads where the OWNER_FULL_NAME Contains ‘Ch’
AND where the lead’s mailing address is in ‘MA’

Result: All Leads that have both ‘CH’ in the name and who live in ‘MA’

OR Operation

Show me all the leads where the OWNER_FULL_NAME Contains ‘Ch’
OR where the lead’s mailing address is in ‘MA’

Result: All Leads that have a ‘CH’ in the name will be shown, as well as all leads where the owner lives in ‘MA’.

Field Name

This is the field you will be performing your search on.   You have the choice to select 1 of 14 fields…

  • Owner Full Name
  • Owner Last Name
  • Owner First Name
  • Deceased Last Name
  • Deceased First Name
  • Owner Address
  • Owner City
  • Owner State
  • Owner Zip Code
  • Phone Number
  • Property Address
  • Property City
  • Property State
  • Property Zip Code

Comparison

The comparison field is where you can really be exact with your search criteria.  The default is Contains which means that if the search term is any where within the selected Field, it will be a match.  Along with contains, you have the option of…

  • Contains
  • StartsWith (selected field starts with the search value)
  • EndsWith (selected field ends with the search value)
  • Equals (selected field exactly matches the search value)

Value

This is what you are search the selected field for.  It can be any alphanumeric value (numbers or letters).

Add Another Line

By default, only one line shows up in the advanced search window.  To add additional lines (criteria) you can press the Add Another… link button

Advanced_Search_AddNew

Once you are finished setting up your search, press the Search button.

Modify An Existing Advanced Search

After you view your search results, you may modify the search by clicking the Modify link button in the top right of the search criteria area.

Advanced_Search_Modify

Clear An Existing Advanced Search

After you view your search results, you may clear the search by clicking the Clear Search link button in the top right of the search criteria area.

Advanced_Search_Clear

 

Speak Your Mind

*

Google+