client search
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tips for client searching . . .
All Text Boxes: Search rules will return any records containing the text you enter for that field (e.g. "M" entered in the First Name field will return any name containing the letter M, not just names starting with the letter M).
Client Category: Narrow your search by selecting one of the client categories in the drop-down menu.
Email Status: Email marketing campaigns are only sent to email status = valid. No emails are sent or attempted to status = bad (invalid email address), optout (client has asked to be taken off the email list), or competitor (recipient works for a competitive firm) .
Importance: In order to prioritize our many client contacts, you may categorize their importance as "standard," or "critical." There may be times that we want to send an email campaign to all those clients/prospects categorized as critical, and your accurate classifications will make that possible.
Duplicate Record: A "yes" indicates that someone else at your company has this record as part of their database too. This can be useful to compare relationship ratings between others in the company to determine who has the highest ranking, and thus the priority in email delivery. Although duplicate client contacts are permitted on this database, duplicate emails are not sent. Sends are prioritized based on the Client Relationship Rating, so only emails from the employee with the highest relationship rating are sent.
Current Campaign Inclusion: A "yes" in this field indicates that this contact is slated to receive the upcoming email campaign. Note: if you mark a record as "no" (i.e. de-selecting them to recieve a campaign email), they will still receive an email if their record is shared by someone else at your company. The recipient just won't receive an email from you.
Webinar Name: Easily find registrants and/or attendees of past webinars by choosing this drop-down menu.
List Source: Indicates from where an individual record originated (e.g. Frequent Contacts, LinkedIn, a webinar registrant, etc.).
NAICS Categories: Easily find individuals by industry category by choosing from these drop-down menus.
Taking a client off the list? If you would like to take someone off your list, set "OK to Email" to "no."
Bad Emails and Opt-Outs? If a client notifies you find that we have a bad email address for them, please replace the existing email with a new, valid one. If you do not have a replacement email, please set the record's Email Status to "bad" (if the email is incorrect) or "optout" (if the client has asked to be taken off the list). If you find duplicate records for that client, please update those records as well.
Reassigning a Client Contact? This system will allow you to reassign a client contact from one employee to another. In the Details window, simply select the correct person from the Emp ID field.
Client Category: Narrow your search by selecting one of the client categories in the drop-down menu.
Email Status: Email marketing campaigns are only sent to email status = valid. No emails are sent or attempted to status = bad (invalid email address), optout (client has asked to be taken off the email list), or competitor (recipient works for a competitive firm) .
Importance: In order to prioritize our many client contacts, you may categorize their importance as "standard," or "critical." There may be times that we want to send an email campaign to all those clients/prospects categorized as critical, and your accurate classifications will make that possible.
Duplicate Record: A "yes" indicates that someone else at your company has this record as part of their database too. This can be useful to compare relationship ratings between others in the company to determine who has the highest ranking, and thus the priority in email delivery. Although duplicate client contacts are permitted on this database, duplicate emails are not sent. Sends are prioritized based on the Client Relationship Rating, so only emails from the employee with the highest relationship rating are sent.
Current Campaign Inclusion: A "yes" in this field indicates that this contact is slated to receive the upcoming email campaign. Note: if you mark a record as "no" (i.e. de-selecting them to recieve a campaign email), they will still receive an email if their record is shared by someone else at your company. The recipient just won't receive an email from you.
Webinar Name: Easily find registrants and/or attendees of past webinars by choosing this drop-down menu.
List Source: Indicates from where an individual record originated (e.g. Frequent Contacts, LinkedIn, a webinar registrant, etc.).
NAICS Categories: Easily find individuals by industry category by choosing from these drop-down menus.
Taking a client off the list? If you would like to take someone off your list, set "OK to Email" to "no."
Bad Emails and Opt-Outs? If a client notifies you find that we have a bad email address for them, please replace the existing email with a new, valid one. If you do not have a replacement email, please set the record's Email Status to "bad" (if the email is incorrect) or "optout" (if the client has asked to be taken off the list). If you find duplicate records for that client, please update those records as well.
Reassigning a Client Contact? This system will allow you to reassign a client contact from one employee to another. In the Details window, simply select the correct person from the Emp ID field.