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.
Dave Knox
shared this idea
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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Ross Keating
commented
Querying DOB is important for the operations of many businesses. I believe this is an essential query that Nimble should add to the advance search. Often renewals are based on birthdays or scheduling special visit by sales rep or send cards in a month when a client has a birthday. Products may be offered at change of age.
In the meantime where DOB is important to a business I will recommend they create a DOB in a custom tab. Not ideal but a work around.
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Leah
commented
This is really important! It's impossible to run meaningful queues when you can only search by "is".
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chris
commented
yes have the opportunity to do a quick search directly with phone number