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1. Contact Index & Search
The Contact Index displays a quick overview of a list of Contacts recorded in SELMA, and allows you to access select records.
Contact Index and Search
The Contact Index displays a quick overview of a list of Contacts recorded in SELMA, and allows you to access select records.
The basic search feature allows you to find specific records quickly, and produces results that match your criteria the closest.
Advanced Search and Saved Searches
Advanced Search
The Advanced Search is hidden by default, and can expand to reveal multiple fields where you can filter for specific Contact details.
Choose your filters (blue), then click the buttons above the Advanced Search fields to apply your criteria to the Contact Index (red), or clear your criteria from the search fields (green).
Saved Searches
If there are search criteria that you use often, you can save them as a "Saved Search" to access again, without manually typing up your search parameters.
Set-up your search criteria by filling out the Advanced Search fields, and click "Save Search".
Name the new search you are saving, and click the purple "Create" button. You can also save the search results' page length, sorting etc.
Access and Manage Saved Searches
Click the button "Saved Searches" to find and apply a Saved Search.
Click the drop-down arrow beside a Saved Search to rename and/or remove it.
Download Search Results
To download your search results as a CSV file, click on the button "Export CSV".
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