How do I search for a contact?

Search and Filter Contacts in Message

You can search and filter your contacts in Message using two methods: simple search and advanced search.

 

Simple Search

Simple search is best when you’re looking for a specific contact and know their name or phone number.

  1. Click into the search bar at the top of the contacts page.

  2. Enter the contact’s name or phone number.

  3. Press Enter on your keyboard.

The results update on the right side of the page.


 

Advanced Search

Advanced search is useful when you want to filter contacts based on specific data criteria. Learn more about advanced search here.

  1. Click the Advanced Search link below the search bar.

A window appears in the center of the page.

  1. Click Add Criteria.

  2. Select a variable available in the selected programs.

    • To change which programs are included, close the window and check or uncheck programs in the left-hand menu.

  3. Choose how you want to evaluate the variable (for example, equals, does not equal, contains, or does not contain).

  4. Select or enter the value(s) you want to search for.

  5. To add more filters, click Add Criteria again.

  6. When finished, click Search to view your results.


 

Save a Search for Future Use

If you want to reuse an advanced search:

  1. Click the arrow next to the search bar.

  2. Enter a name for the search when prompted.

Once saved, you can rerun the search at any time by clicking the same arrow and selecting it from the list.

 


Important Note About Program Selection

If you have more than one program selected, only variables that exist in all selected programs appear as search options. If a variable seems to be missing, review your program selections on the left-hand side.

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