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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!
An error occurred while saving the commentAnonymous commented
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.Anonymous supported this idea ·