- Search - Search people records by keyword, tag, or person's name. For example, entering "irs" into the search filed would return people whose address contains First Street, that have been tagged with an IRS tag, or has a first name of Mirsa.
- Tags - Search for people that have been tagged with one or more specific people tags where the number to the right of the tag identifies the number of people where the tag has been applied. Click the Search 10 more link to view all tags.
- Date of birth - Enter a date of birth date range
- Response letter - Click the drop-down to view people that have received a specific response letter.
- Newsletter status - Select to view people with a newsletter status of All, Subscribed, Unsubscribed, or Non-subscribers.
- Person has - Select one or more people that have a Valid email address, is a Head of household, has a Deliverable address, and/or has a Phone number.
- Select all checkbox - Click the checkbox to select all displayed people.
- All - Displays all contacts.
- Has message - Only displays contacts that who have a communications message.
- Has service request - Shows contacts who have a service request.
- Sort by - Sorts displayed contacts pivot by Recent activity, Last name, Recently added, and Recently viewed.