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Simplero Search, Filter, and Save Views


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
  2. Select Sales from your Simplero Dashboard
    • Select the Purchases tab

    • Simply type the name in the Search field



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


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. 

save view.mp4
Last updated 12 Jul 2021.