Searching and Booking Contacts

13 minutes

In this session, you will learn some advanced methods to search for contacts. You will also see how you can book contacts on a custom data field and how you can check a contact’s bookings.

Table of Contents

• Contents
• Context
• Demonstration
  • Filters
  • Columns
  • Query Language
  • Booking Contacts
  • Contact Bookings
• Overview
• Exercise

Summary

• Contents:
  • Searching: filters, columns, search queries and saving them.
  • Booking existing and new contacts
  • How to see a contact’s bookings
• Goal: After this session, you will be able to change the appearance of the contact finder and execute some advanced search queries. You will also be able to book contacts on events and inspect a contact’s existing bookings.
• Intended for: All new users of Yesplan. Ideally, you are already familiar with events. You also understand the concepts of contacts and know how to manage them.