Filtering your Contacts with Search Groups
Route4Me’s advanced search engine allows you to group your contacts by making custom selections, with unlimited constraint filters. This will allow you to better manage your addresses. The “Search Groups” option can be accessed in the Address Book Map.
The “Search Groups” menu appears on the left-hand side of the Address Book Map screen.
To minimize it, click the “Close” button on the sidebar.
To open it again, click the dark grey area at the middle of the sidebar.
Creating a Search Group
Creating a group based on a custom selection is a three-step process:
Select the field to which you want to apply the search;
Select the relational operator that determines the selection type;
Input search text.
To start making your selection, click on the drop-down field and choose the field your search will apply to.
You can opt to search in all fields, or you can restrict your search to one of the static fields (such as address, alias or email) or to one of the custom fields (relating to the custom information you uploaded into the system when you created your address book).
Next, select the proper relational operator that defines the relation between the field selection and the searched text.
For text fields, the options are:
– Contains – text is present in the field as a digit, a word or part of a word;
– Doesn’t contain – text is not present in the field;
– Has a word – text is present in the field as a whole word;
– Equal – contains the exact text specified;
– Not equal – contains anything but the exact text specified;
– Begins with – any of the words or numbers in the field begin with a certain letter or group of letters or digits;
– Ends with – any word or a number in the field ends with a certain letter or group of letters or digits;
– Is empty – field does not contain any information;
– Is not empty – field contains any information.
For numeric fields, there are a few additional options (these options will not show for text fields):
– Less – returns contacts with less than the specified value;
– Less or equal – returns contacts with a value that is less or equal to the specified value;
– Greater – returns contacts with a value greater than the specified value;
– Greater or equal – returns contacts with a value greater or equal to the specified value;
– Between – returns contacts between specified values.
Finally, you need to input a value in the search field.
For example, if you would like to display only addresses within a specific ZIP code, you would select the “Address” field, then select “contains” as the relational operator and finally type in the ZIP code as your search text. The selection will appear on the address book map whenever the search group is checked.
After inputting the search parameters, you can assign a color to the group.
To name the group, click on the header and type it in.
You can refine your search by adding rules and sub-groups to a search group. A sub-group is a group of rules that act as one rule in relation to other rules. Click “Add rule” to add a new filter.
Go through the same steps as before and select the field, the relational operator and use the rule to refine the selection.
Additionally, you need to establish the type of relation between the rules or groups by selecting the proper logical operator. “AND” will cumulate the rules and only display contacts that meet both criteria. “OR” will display contacts that meet either of the input criteria.
If you want to add a new group based on new filtering criteria, click the “+ Add Group” button.
Managing Search Groups
You can perform several actions with your newly created search group.
If you need to download the addresses included in your search group to a .CSV file, click the gear icon → “Download Addresses.”
To assign an icon to all the contacts meeting the search group criteria, click the gear icon → “Set Icon Override.”
Click the gear icon → “Delete” to remove the search group.
To plan a route with the search group addresses, click the gear icon → “Plan Route.”
You can also open the search group in a separate window. Hover your mouse cursor over the name of the search group, then click the “expand” icon that appears next to the gear icon.
A new window will appear, where you can perform the same actions detailed above in a larger setting.