Search, Filter, and Save Views

Search

Are you looking for a specific user in your account? Maybe you’re looking for a specific broadcast? In the upper right-hand corner of your Simplero Dashboard, you will always see the Search field. 

Test it out and type in the name of a person, or a few words you may have used in a subject line at some point and you will quickly see everything that meets that criteria pop up:

You can also narrow your searches by searching in specific areas of your account. 

Search for contact - A couple of ways you can search:

1. Select Contacts from your Simplero Dashboard

   • Select the All contacts tab:
     
     
     

   • Simply type the name in the Search field:
     
     
     

   • If you need to filter contacts by a Tag or a Segment, press the Toggle Sidebar icon and select the Tag(s) and/or Segment(s) from the column on the left:
     
     
     
     

2. Select Sales from your Simplero Dashboard

   • Select the Purchases tab:
     
     
     
     

   • Simply type the name in the Search field:
     
     
     
     

Filter

The last option you have is to search within specific areas of your accounts and then save those filtered views or searches. This can be done pretty much in any area such as the Lists, Contacts, Support Tickets, Products, Purchases, etc.

To do this:

1. Go to any of your pages (e.g. Products, Lists, etc.)

2. Either select the Filter icon or type the keywords in the Search field:
   
   
   

3. Under Products, you can press the Toggle Sidebar icon to filter by products that have a certain Label or give access to certain Site(s):
   
   
   

Save Views

If you want to save this Search/Filtered view - simply select the three grey dots, choose Save view from the dropdown and enter the name:

1. Give a name to the new saved view

2. Check the Private to me box if you’d like it to be private to your user and not available to all admins in your account.

3. Press the Save button

4. Or you can replace an existing view instead of saving a new one by pressing the Replace button:
   
   
   

Add/Remove Columns

Every table in Simplero shows a default set of columns depending on which info might be the most common for each section. However, you can add or remove columns of data if you'd like too.

• Click on the Columns icon

• Use the checkboxes to choose which columns to make visible

• Drag the different columns up and down to modify the order they’re displayed at

• Click on Update to save the changes:

Reorder your table views

We’ve showed you how to save a view. Now you can also reorder them so you can choose which view to have available first whenever you visit the table.

Click on the three grey dots on the right side of the menu and choose Reorder views from the dropdown:

Drag the views up and down in the desired order, then save: