Search for Contacts Using Rollups
Search for contacts using the contacts rollups. For example, you can search for contacts whose last response date is updated.
Here’s how you search:
- In the Contacts landing page search field, type
Contact Rollup
. You get a list of contact rollups you can search by, for example, Calls Made, Critical Open Service Requests, or Hot Leads. - Select a rollup. For example, select Last Response Date.
- Select an operator. The operators vary based on the rollup you select. For example,
select Last 3 Months, In The Future,
or First Month Of This
Quarter.
If you want to see all the available operator options, select Show More.
- For example, if you select the Has a Value operator, you get the list of contacts that match the criteria.
- Click the contact name to go to its foldout view.
If you want to see the account details, click the account name.