Tools at the top of the Accounts tab
Tool | What it does |
Search | Enter details related to a contact; any matching accounts appear |
Edit Columns | Add, remove, or freeze columns |
Filter | Builds a custom filter from three parts |
To freeze a column: open Edit Columns, select the column, click the red pin icon, then click Apply.
How to build a filter
1. Column: pick one of the columns in your view.
2. Condition: pick how to match (see the table below).
3. Value: type the text to match. For example, to catch “TitanX” and “Titan Industries,” choose begins with and type Titan.
Conditions explained
Condition | Matches records where the value… | Example |
begins with | Starts with the text | “John” matches “John Smith,” not “Mr. John” |
ends with | Ends with the text | “.com” matches “example.com,” not “example.com.au” |
contains | Includes the text anywhere | “lead” matches “Sales Lead,” “Leader,” and “leadership” |
doesn’t contain | Does not include the text anywhere | The inverse of “contains” |
is equal to | Is an exact, full match | “Active” matches “Active,” not “Active User” |
is not equal to | Is not an exact match | The inverse of “is equal to” |
is known | Has any value at all | Field is not empty |
is unknown | Is empty or has no value set | The inverse of “is known” |
Related articles
• Finding Contacts with Search, Views, and Filters
• Researching an Account