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Account List
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The Account List displays your group accounts. From this screen, you can search
for an account or create filters to display results according to the selected
filter criteria. To sort the accounts by a particular field, click the header
name (i.e., Last Name). Clicking the same header toggles the results between
ascending and descending order.
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Search
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To search for particular text associated with an account, type a word or phrase
in the Search field. Select the field you wish to search from the drop
down box and click Go.
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To exit the search result screen and view the full list of contacts, click Cancel.
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Filters
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The Filters option allows you to create a customized search based on selected
criteria that you define. After a filter is created, it is saved for future
use.
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To create a filter, click the Create New Filter link that appears next
to the filter selector dropdown. A screen will appear.
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Type a name for the filter. A good filter name is one that describes the
filter, such as "Georgia Contacts" or "Source-Web with Opt Out".
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Select the scope of the filter:
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Information Owned by Me
allows you to filter the output so that only contacts of which you are the
owner are displayed.
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All I Can See allows you to see the contacts owned by you, as
well as contacts you have permission to view or edit.
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Select filter conditions by clicking Edit on one of the filter condition
sections. A new window will pop up.
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Select the field you wish to filter.
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Select the operation. Note that if the field that is selected is a text field,
"Greater than" or "Less than" will order based on alphabetical order. If it is
a date field, the "Greater than" or "Less than" operation will be based on the
selected dates.
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Select the fields to be shown in the output.
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Select visibility:
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Visible to Everybody
allows everyone in your group to see and use the filter.
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Visible only to Me creates a private filter that will not be
seen by anyone else in the group.
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