Knowledge Base: App-Specific Help
How do I create Searches on the mobile device?
Posted by Craig S, Last modified by Craig S on 04 October 2018 06:49 PM
This article will explain the steps needed to create 'Searches' from Handheld Contact on the mobile device.  See the directions below for the required operating system:


iOS (iPhone/iPad):
  1. Open Handheld Contact on the device.
  2. From the Home view, tap on 'Searches'.
  3. Press the + button in the upper right corner.
  4. Enter a Name and Description of the Search.  Example: Name: City; Description: Contacts with Toronto as City.
  5. Beside 'Filter(s)' press the + button.  This is where the criteria will be applied for searching.
  6. Select the field you want to search.  Eg. City.
  7. The 'Relationship' will default to 'Has (Contains)'.  You can also change this to 'Begins with' or 'Ends with'.
  8. Select 'Value' and type out the text you want to find.  Eg. Toronto.
  9. When done, press Save in upper right corner.
  10. You will return to the 'Searches' page.  Beside the Filter text will display how many contacts are found from the search.
  11. If needed, repeat above steps 5 to 9 to apply more filters for searching.
  12. When completed, press Save in upper right corner to save the Search.

After a Search is created, you can go back to edit.  You can also choose 'Save As' to save the new changes as a different Search. 

Pressing the 'Share' button from a Search will allow for an email blast to be generated.  This will compile a mass email to be sent to all contacts within the Search.



Android:
  1. Open Handheld Contact on the device.
  2. From the Home view, tap on 'Searches'.
  3. Press the + button in the upper right corner.
  4. A 'New search' window will appear.  Enter a Name and Description of the Search.  Example: Name: City; Description: Contacts with Toronto as City.
  5. Criteria is to be added.  This is where the filters will be applied for searching.  Press the + to add criteria.
  6. Tap on the 'Click to select' drop down.  Choose the field to search.  Eg. City.
  7. Select 'Tap to enter value' to enter the text you want to find.  Eg. Toronto.
  8. Pressing the red 'X' will remove the entire line of entered criteria.
  9. If needed, repeat above steps 5 to 8 to apply more filters for searching.
  10. When done, press Save in upper right corner.
  11. You will return to the 'Searches' page where the list of searches will be displayed.  Beside the Name will be a number in brackets.  This will be the number of contacts in that particular search.


After a Search is created, you can open it and press on the mail icon to generate an email blast to all contacts found in the Search.  Pressing the 3 dots in the upper right corner will allow more options, 'Edit search', 'Save search as' and 'Delete search'.  'Save search as' will allow additional changes (name, description, and criteria) to be updated and saved as a different Search.