Perform Find – Multiple Requests

How to Perform a Multiple Find

While in the find mode, you can narrow down your search criteria by selecting additional items. E.g., find all customers who are both photographers and want your newsletter. However, sometimes you want to find all customers who are photographers and all customers who prefer newsletters.

Example One
  1. Go to Contacts file > Find.
  2. Click on the check-box of the first keyword, photographer and then click on the check-box of the second keyword, newsletter.
  3. Click the Perform Find button.
    A list view of all contacts who meet both criteria appears.
Example Two
  1. Go to Contacts file > Find.
  2. Click on the check-box of the first keyword, photographer.
  3. Choose from the upper menu bar Requests > Add New Request.
  4. Click on the check-box of the second keyword, newsletter.
  5. Click the Perform Find button.
    A list view of all contacts who meet one or the other or both criteria appears.

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Posted on Bert de Roo in Using The Find Feature