If your goal is to quickly search for contacts using their company information, Hatchbuck now offers a company view! Clicking into the Companies tab, you will see several filtering options:
Company Created By
Check to see if the company record was created by a specific user.
Company Created Date
Search to see if the company record was created on, before, after, or between a specific date.
Company Custom Fields
Search on the custom fields you created on the company level.
Search to see if the contact location is or is not in a particular city, state, zip or country
Enter full or part of company name to find the records you need.
Search to see which contacts have or do not have a particular phone number. This is also an easy way to search for companies in a specified area code.
Search company status by "equal" or "does not equal" in this filter.
Company Sales Rep
Choose from the drop-down options of company sales reps for "is" or "is not" in this filter.
Enter a full or partial URL to quickly find the information you need.