How to Search and Filter Contacts in BoldDesk
BoldDesk offers two convenient ways to locate contacts, depending on how specific your criteria are. For fast lookups, use the built-in Search options—Global Search or the search bar inside the Contacts module. If you need to refine results using multiple conditions or field values, use Advanced Filters, which you can also save as reusable views.
Searching for contacts using the search feature
Use the search feature when you need a quick lookup and already have basic contact details. BoldDesk lets you search from Global Search or directly within the Contacts module to find matches by name and email address (and Contact ID via Global Search). The sections below walk you through both search options and what each one supports.
The Global Search
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Go to Global Search at the top of the agent’s portal.
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Select Users > Contacts from the menu.
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Search for the contact by Name, or Email address, or Contact ID.
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Matching contacts will be listed.
Search for Contacts from the Contacts List Page
The search option in the Contacts list page allows agents to search for contacts using supported contact details such as name, email address, and phone number.
To search for a contact:
- Go to Contacts > Contacts.
- In the search bar on the All Contacts page, enter the contact’s name, email address, or phone number.
- Press Enter to view matching contacts.
Contacts whose details match the search text will be listed.
You can search for contacts by phone number from the Contacts module search. Enter the contact’s phone number in the search bar to find matching contacts. You can also use Advanced Filters when you need to refine contact results using multiple conditions or field values.
Filter Option in the Contacts module
You can filter contacts based on system and custom field values by utilizing the advanced filters located on the contacts listing page. These filters can also be saved as views, allowing you to easily access them in the future.
To filter contacts, follow these steps:
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Open the Contacts module and select the Contacts option from the menu.
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On the contacts listing page, click the Filter icon to open the advanced filter panel.
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Select the filter criteria using both the system-defined and custom fields.
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Click Apply to view the filtered list of contacts.
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To save this view, use the Save As button and provide the View Name.
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Proceed to choose the Access Scope, Sorting Order and click Save.
The Text-Type custom fields are currently not supported in the filter conditions because of performance limitations.
Frequently Asked Questions
1. What are the available ways to search for contacts in BoldDesk?
You can find contacts using Global Search, the search bar on the Contacts list page, or Advanced Filters. Use search for quick lookups and Advanced Filters when you need to refine results using multiple conditions.
2. What contact details can I search for using Global Search?
In Global Search, you can search for contacts by Name, Email address, or Contact ID. To do this, go to the global search bar, select Users > Contacts, and enter the required search value.
3. Can I search for contacts by phone number in the Contacts module?
Yes. You can search for contacts by phone number from the Contacts list page. Go to Contacts > Contacts, enter the phone number in the search bar on the All Contacts page, and press Enter.
4. When should I use Advanced Filters instead of the search bar?
Use Advanced Filters when you need to filter contacts using multiple criteria, system fields, or supported custom fields. Advanced Filters are useful when a simple name, email, phone number, or Contact ID search is not enough.
5. Can I save filtered contact results as a reusable view?
Yes. After applying filters in the Contacts module, click Save As, enter a View Name, choose the Access Scope and Sorting Order, and then click Save. This allows you to reuse the filtered contact view later.
