Nimble

Nimble Customer Care

Advanced Search Overview

Last Updated: Sep 13, 2013 03:37PM PDT

The advanced search in Nimble helps you find contacts that match very specific criteria. The filters you create only apply to the current search. 

This functionality is located in the Contacts tab, next to the search bar on the top right of Nimble. When it is not in use, the the word "Advanced" is defaulted to grey. Click on "Advanced", and it will turn green indicating it's turned "on". Use as many filters as you want; the more filters you use, the fewer results are returned.

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You can build your search criteria around:

1) Contact type - persons or companies

2) Fields with specific data using the following:
         - contains
         - does not contain
         - is
         - is not
         - is empty
         - is not empty

3) Creation date is (within or in the last) ___ (days/weeks/months)

4) Custom fields (NEW!)  - for custom fields, simply scroll down in the popup box (shown below) to select a custom field (custom fields are listed at the end of the list) or type in the search box the name of your custom field. Then enter/select the value for the field so Nimble can search on it.


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