To find a list or specific Contact Record for a period of time or user, go to Profiles > Contact Records.
Enter any/all of the criteria in the search, or leave blank to find all values for that field:
- User: this is a text entry field. It is not a dropdown since Contact Records can have the "Contactee" field overwritten with any value, but generally this is the username and/or full name of the system user who made the contact. Leave this blank to find contacts made by any user.
- Keyword in Subject: this is a "contains" search for the exact full text entered in the Subject of the Contact
- Contact Date: this will find all contact records with a Contact Date between the start and end dates entered (including the selected dates)
- Include contacts sent through MC Trade email tool: unless this box is checked, Contacts created from all recipients of an email sent through MC Trade directly (Communications > Send Email) will be filtered out of the results.
- Contact Types: start typing to display a dropdown of your organization's Contact Types, and select the types to include in the filter. Select multiple Contact Types if necessary.
In the results, there will be a total record count of the results. Click through to the profile itself by selecting the profile name. Select Manage to go straight to the contact record page for the profile to add/edit/delete contacts.