Advanced Search & Report Builder in BigContacts

The Advanced Search & Report Builder in BigContacts helps you find specific contacts based on detailed filters. Instead of scrolling through your entire database, you can generate a precise list that meets your criteria.

Benefits

• Targeted Search: Filter contacts using multiple conditions, such as status, last interaction, or custom fields.
• Flexible List Management: Create reports, export data, send group emails, or assign bulk tasks.
• Saves Time: Retrieve only the contacts you need instead of manually reviewing large datasets.

Use Case

A sales manager wants to follow up with leads marked as "Interested" but not contacted in the last 60 days. Instead of manually searching, they use Advanced Search, set filters for "Lead Status: Interested" and "Last Contact Date: More than 60 days ago," and generate a list. They then create a group task for follow-ups and add a shared note for the team.

How to Use Advanced Search

Access Advanced Search

• Click on the Reports tab in BigContacts.
• Open the Advanced Search/Report Builder section.

Set Your Filters

1. Select the fields to include in your search.
2. In the Filtering Conditions column, choose how to refine results:

• Contains: Finds contacts with matching text.
• Is: Requires an exact match.
• Is Blank: Finds contacts without data in the selected field.
• Does Not Contain: Excludes specific values.

3. Enter the Value to Match (e.g., a name, date, or category).

Run the Search

Click View Contacts to generate the list.

Manage the Results

Click Manage Contacts to take further action:

• Export to Excel for reporting or analysis.
• Create a Group Task to assign follow-ups.
• Send a Group Email (up to 100 contacts at a time).
• Add a Group Note to document findings or team updates.
• Save Custom Report for future reference.

Save and Reuse Your Search Criteria

If you run the same type of search repeatedly — for example, contacts from a specific region or leads in a particular sales stage — you don’t need to set filters from scratch each time. Instead, use the Save Custom Report option at the bottom of the results page.

Once saved, your custom report can be accessed anytime from the Reports tab, saving time and ensuring consistency across your team’s outreach or reporting workflows.

This feature is especially helpful for:

• Recurring outreach campaigns

• Monthly reporting

• Quickly accessing key contact segments without reapplying filters

Please contact our support team if you encounter any issues or questions.