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Add more Advanced Search criteria

This is a feature request to add the ability to search by multiple criteria in advanced search such as:

  • Begins With

  • Greater Than/Less Than/Equal To

  • Birthday

If you have any additional ideas for queries to add to Advanced Search, please include them in the comments and we will update this feature request.

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Dave Knox shared this idea  ·   ·  Report…  ·  Admin →
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planned  ·  AdminSergey Shvets (Director of Product, Nimble) responded  · 

Hi,

We plan on adding more criteria to Advanced Search.

For now, we have added “Is Not” as advanced search criteria.

We also have “Or” as criteria for search, if you search for "Find people or companies that match “any” of the following", it will function as an “Or” search.

If you search for "Find people or companies that match “all” of the following", it will function as an “And” search.

We will need to do more work to add search for numerical values such as “Greater/Less/Equal to” and the same goes for “Birthdays”. We will update this thread when we have more information on these fronts.

Thank you for your feedback and support!

Best regards,

Joseph

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  • Jeff commented  ·   ·  Report

    Oh, and this was listed as "Planned" 2 1/2 years ago. Any update on when? It would be great if you would produce a timeline of planned changes so we know "when." 2 1/2 years is an awful lot of planning...;-)

  • Jeff commented  ·   ·  Report

    Please at least add "contains," "is," "is not," etc. to each field. It's hard for me to imagine why "contains" wouldn't be available for each criteria. I'm having to create special tags to help make a saved search when "contains" would have solved it.

  • Jordan Decker commented  ·   ·  Report

    search for contains or does not contain is not working

  • Jackie Meyer commented  ·   ·  Report

    Vote for ability to see birthdates of all contacts at once, or to search by birthdates in the upcoming month. Also vote for advanced search features.

  • Jon commented  ·   ·  Report

    Wildcard search would be nice to save. Right now only if you type in the entire word will search results return.

  • Anonymous commented  ·   ·  Report

    Being able to search on a field such as birthday, or any custom fields I add, is very important and available in other CRM systems. Please consider making this a priority. For example, an important part of staying in touch is sending greeting cards to people on their birthdays. So I would need to know at least a week ahead of time when their birthday is coming so that I can snail mail their card to them. My clients feel especially touched by this gesture.

  • Joel commented  ·   ·  Report

    Hi, Please consider the following:

    * Wildcard characters (functionality goes beyond "Contains" vs. "IS" / "IS NOT"
    * Contains for Tags - crucial, esp. if no wildcards, for sub-tags
    * Direction of Last Contacted (separating loops user/team has left open from those that contacts have left open)
    * full Boolean logic -- the AND/OR choice at the outset of Advanced Search is arbitrarily limiting. Even if it's meant to provide an option everyone can understand, there should be a way to search on e.g.: [(City: Boston OR New York OR Chicago) AND (Tag: Investor)] OR [Tag: Director]

  • Anonymous commented  ·   ·  Report

    Hugely helpful. As an owner who has the job of rallying his troops to use and love Nimble, little things like this that allow them to immediately increase sales are invaluable.

  • Sarah Lewis commented  ·   ·  Report

    I'd really like to be able to search for contacts who have birthdays in the upcoming month. Birthdays are a fantastic opportunity to celebrate with clients, but in order to send them a card in advance, I need a way to SEE birthdays in advance.

  • Jeremy Stover commented  ·   ·  Report

    I'm wanting to generate a list of people with birthdays this month. So birth day and month and not year.

  • AdminSergey Shvets (Director of Product, Nimble) commented  ·   ·  Report

    Hi,

    You can currently search for "tag" "is not" using our advanced search tool. Please see my screenshot here:

    http://screencast.com/t/GC7UalVu

    You may also use Boolean search operators such as "And" and "Or" by using our current search criteria.

    At the top of our search tool, use "All" for an "And" search and use "Any" for an "Or" search.

  • Teri Ross commented  ·   ·  Report

    Would love to see support for Boolean search.

  • Anonymous commented  ·   ·  Report

    Excluding tags from search would be fantastic

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