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:

1. 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.
2. Select a rollup. For example, select Last Response Date.
3. 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.

4. For example, if you select the Has a Value operator, you get the list of contacts that match the criteria.
5. Click the contact name to go to its foldout view.

   If you want to see the account details, click the account name.