Author Topic: adding profile fields to advanced search (Read 755 times)

CommonGood · March 30, 2009, 06:50:25 pm

I have added some new profile fields and now I would like to make a smart group with some of those fields so new contacts are automatically added to the group. However, when I go to do an advanced search, I cannot select individual profile fields but rather can only select the entire profile from the Search View drop down menu.

Is there a way to get the individual fields to be individually selected so I can make a smart group with that criteria?

Dave Greenberg · March 31, 2009, 04:47:22 pm

Hmm - Sounds like you are mixing two "concepts". A profile field is just a "pointer" to either an core (out-of-the-box) field OR to a custom field that you've added. If the fields you want to use for your Smart Group are custom fields - then just make sure they are marked Searchable. Then select / enter values for them in the "Custom Fields" section of the Advanced Search form.

The "Search View" drop-down has a different purpose. It allows you to select a set of fields (defined by a profile) which will replace the columns which are used by default in the search results listing.

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Author Topic: adding profile fields to advanced search (Read 755 times)

CommonGood

adding profile fields to advanced search

Dave Greenberg

Re: adding profile fields to advanced search