How do I use the filter and search options on the 'Accounts' overview page?

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Please note: this feature is only available for Plus and Professional subscriptions.

On the 'Accounts' overview page, you can filter your business accounts based on standard and custom fields. By using filters, you can quickly see which accounts meet the criteria you have set. In addition to filter options, you can also search for specific business accounts.

This article covers the following:

How to filter accounts?

In the overview, you can use a filter button to view a list of business accounts that meet specific conditions.

Here's how you do it:

  1. Click on 'Contacts' in the left menu.
  2. Choose the 'Accounts' option.
  3. Click on the 'Add a filter' button.
  4. Click on 'General details' and choose a field to filter by.
  5. Enter the field value you want to use or choose a default condition.
  6. You have the option to filter by 'account owner'.
  7. Use the 'Apply' button to execute your search.

The page will now load with accounts that meet the specified condition(s).

Limit your results with multiple filters

You can use more than one filter to refine your results. When using more than one filter, the system will only show accounts that meet all the set criteria.

Follow steps 1-7 above to use more than one filter. After the page displays the results, click again on the 'Add a filter' button and repeat the same steps. Continue doing this until you have applied all desired filters.

Remove one or more filters

If you are using multiple filters, you can remove a filter to broaden the result again. Click on the 'x' next to the filter you want to remove.

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Filter accounts by account owner

The option to select an account owner allows you to bring up only accounts managed by a specific person.

To use this option, follow these steps:

  1. Click on 'Contacts' in the left menu of MailBlue.
  2. Go to 'Accounts' in the submenu.
  3. Use the account owner selector.
  4. Select the name of the desired account owner.

    Screenshot_2022-02-07_at_12.27.44.png

Search for business accounts by name

The search field displayed on the overview page searches for all accounts that contain the entered search term in the account name.

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To use this option, you can follow these steps:

  1. Click on the search bar
  2. Type the name of the account you want to search for. You can enter the full account name or a part of it.
  3. Press Enter
  4. The page will bring up and display the accounts that match the search criteria.

It is also possible to combine filters and search with them. You can set filters as well as use the search field to refine the list of accounts. When you apply both simultaneously, the system will search for accounts that meet all criteria.

Exporting results

You can export search results directly from the account overview page to a CSV file.

  1. Use the filters or search function to bring up the desired accounts.
  2. Click on the 'Export' function in the overview.

    Export_results.png

  3. A confirmation window will appear. Click on the 'Click here to view the process' button.
  4. Next, you can navigate to 'Settings'. Click on 'Import/Export Status' in the submenu and then navigate to the 'Export' section.

    export_status.png

  5. Click on the 'Download' button to download the CSV file.

    Screenshot_2022-02-07_at_13.22.21.png

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