When you need to filter your contact database to locate a specific group, such as technicians associated with locations where Artist X performs, use the steps below.
Table of Contents
Assign Function
Define Search Criteria
Perform the Search
1. Assign Function
Ensure that all relevant contacts are assigned a specific function, such as "Technicians" or "Promoter". This step helps you organize and filter the contacts effectively.
2. Define Search Criteria
Use the Advanced Contact Search settings to refine your search:
Add the relevant function (e.g., "Technician").
Select Company is linked as a client on event(s).
Specify the project related to the events (e.g., "Artist X").
Use Start > date to set the starting point for your search.
Use End < date to set the ending point for your search.
3. Perform the Search
Click on Search Contacts to retrieve the filtered list. This list will include all contacts meeting your criteria.