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Simplero Search, Filter, and Save Views

Search

Are you looking for a specific user in your account? Maybe you are 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
      Type_contact_name_in_search_field
  2. Select Sales from your Simplero Dashboard
    • Select the Purchases tab



    • Simply type the name in the Search field

      Type_contact_in_purchases_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 or type the keywords in the Search field

    Products_filter_search_option

Save Views

If you want to save this Search/Filtered view, simply select the Save this view button and enter the name



Here's a quick video to show you how to save a filtered view.  It's a very valuable tool to have in your toolbox. :)  It basically allows you to put your content into 'folders' and find it more easily in the future. 

Last updated 12 Jul 2021.