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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!
JosephSarah Lewis supported this idea ·
An error occurred while saving the commentSarah Lewis commented
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.