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This is a simple idea. I’ve set up a custom field that allows me to choose weather the contact has low, medium, or high priority. So when I want all the high priority (i.e. hot prospects) then I can do a search for that. But for searches that I’ll be doing a lot of, it would be great to be able to save a macro/script that will do it in one step. Best, Ronald Lee |
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Hi Ronald, When thinking of how to filter contacts, it makes sense to think of a “save search” or a Macro script if you come from that background. But why do that when you can just use the tags? I’m one of the first people to push suggestions to Norada, but at the same time, my feeling is that you’ve dipped your feet into the pond here and find the sensation a little new. My suggestion is maybe just to jump in and see how it feels? |
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Hi, No, don’t quite agree. I’m asking for the simple reason of: convenience. A one button script/macro that saves the 2-3 steps of search, TAGS or not, is appreciated. Yes, we are all inherently lazy and would use the one button for consistently the same search over and over again if it was available. Do you understand what I’m suggesting now? |
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Hello, I have to agree with Ronald on this one. I am a old Daylite user, and what he is asking for is basically a “smartlist” if you will. I suggested this feature to Steve, and hopefully in due time it will show up. There are many times where a “tag” sort isn’t enough, and where the search takes a few steps, it would be great to save those that we use the most. In my suggestion to Steve, I thought a drop-down menu of all saved smartlists could be located in the upper right corner of: contacts, blogs, and activities. This feature will become even more powerful as the search or sort function of Solve 360 evolves. I have to agree with Adrian that it is taking a while for me to get the old CRM mentality out of my head. However, sorting for specific criteria is something that is fundamental and needed. A smartlist system would simply make things move forward that much quicker. Thanks, |
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Ironically, Solve actually already does something similar to this elsewhere in the program. It will let you save an activity templates of all the activities you have active for a contact into a ‘smart list’ so to speak, that you can load into other contacts. If they made a button for it, or made buttons that we could assign different functions to, that would be exactly it. |
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+ 1 Tags cannot be used for any other purpose than temporary classification or a few macro-levels. Otherwise, it’s becoming quickly un-manageable. Second, tagging does not allow complex search on multiple tags and other fields. Segmenting is key. You may want to keep self-updating search results—for example past client contacts without activities within the last 3 months. Wether you call that macro, smart folder, saved search…. or segmenting. It’s the same thing. You need to be able to drill down your contacts into meaningful lists. Otherwise, your contact list simply a glorified rolodex… |
