We’ve just revved up our advanced search engine with relative search. This means that you can now search for people and companies based on things that happened in a certain time frame. The twist? That time frame doesn’t have to be tied to any specific dates. You can use natural language search terms like “last month”, “this year” and “the last two weeks”.
Search the Way You Think
Using natural language search means you don’t have to pick a certain range of dates when you are trying to find a piece of information. For instance, if you want to view all of the contacts that have been updated in the last week, you can do a search for records that had their Last Update – After – “Last Sunday”. This will bring you all of your contacts that have been updated in the week, up to whichever day it is today.
Build Lists That Stay Current
What is really cool is that you can save these searches as lists and they will always stay up to date. So, if you save the above search as a list, whenever you view that list it will give you the contacts that were updated during the week that you are in! These lists will help you stay current on important tasks, such as sale follow ups, customer service issues, and pending projects.
Relative Search Examples
The sky is the limit with what kind of searches and lists you can build with the new relative search tool, but here are a few ideas to get your creative juices flowing:
The Low Hanging Fruit
Build a list of contacts that you are confident will buy, but whom you haven’t talked with recently. For this example I created a custom field to track sale likelihood.
Want to keep track of the new contacts that are being added? You can build a list to show all recent additions or you can filter the search to show new contacts that have a certain tag, custom field, etc. This is can be especially useful if you are automatically adding contacts via a webform or Batchbox.
List of Events
See a list of upcoming events or things that you need to accomplish by using relative search along with a custom date field.