Click on the Search icon in the left Menu to open the Search function.


Now type in the information you would like to find in the Search field and then click on either Account, Responses, Non Responses or Failed Records.

If you are not sure what type of data the results belong in, just press Enter or choose any of them, you'll be able to browse through all of them in the results page.


Fields Searched

Multiple fields are going to be searched using the data input which will depend on the type of data chosen.

Data Type
Fields Searched
Accounts
  • Account Name (contains)
Responses
  • #CGID (exact match)
  • First Name (contains)
  • Last Name (contains)
  • Email (contains)
  • Phone (contains)
  • Comment (contains)
Non Responses
  • #CGID (exact match)
  • First Name (contains)
  • Last Name (contains)
  • Email (contains)
  • Phone (contains)
Failed Records
  • #CGID (exact match)
  • First Name (contains)
  • Last Name (contains)
  • Email (contains)
  • Phone (contains)


 

Recent Searches

The Search function saves the last 5 searches, allowing you to quickly go back to a past search.


Advanced Search
You are able to open the advanced search for a more detailed search using different filters and criteria. You can check the detailed explanation for Advanced Search in the following pages: