Search and filter accounts

What is account search and filtering?

Account search and filtering help you quickly locate specific business accounts or groups of accounts based on business information and service criteria. These tools focus on finding accounts for billing management, product administration, and business listing profile management.

CRM Search and Filtering

For advanced contact management, lead tracking, and snapshot data filtering, use the CRM section which offers comprehensive search and filtering capabilities specifically designed for sales and relationship management.

Why is account search and filtering important?

Effective search and filtering capabilities are essential for:

• Rapid account location: Quickly find specific business accounts for billing and service management
• Listing profile management: Locate accounts that need business listing updates or profile management
• Product administration: Identify accounts for product activation, billing, or service changes
• Directory maintenance: Find businesses for profile verification, category updates, or duplicate resolution
• Billing operations: Filter accounts for billing issues, payment processing, or subscription management

What's included with search and filtering?

Search capabilities

• Business name and address search
• Phone number lookup
• Customer identifier and account-based search
• Business listing and directory information search
• Partial and fuzzy matching algorithms

Filter options

• Account status, admin, and account tags
• Products
• Location and business category
• Website, social URLs, and listing-related sources (Citation Builder, Listing Sync Pro, Snapshot Report)
• Created date

Advanced features

• Combined search and filter operations
• Saved filter configurations
• Export filtered results
• Bulk actions on filtered account sets

How to use basic account search

Simple text search

The fastest way to find accounts:

1. Navigate to Accounts → Manage Accounts
2. Use the search bar at the top of the account list
3. Enter search terms:
   • Business name (full or partial)
   • Address or city name
   • Phone number
   • Customer identifier
   • Business listing information
4. Press Enter or click the search icon
5. Review search results displayed in the account list

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Search supports partial matches, so typing "Star" will find "Starbucks," "Star Cleaners," and other businesses with "Star" in the name.

Search best practices

For business names:

• Use the most distinctive part of the business name
• Try common abbreviations if full name doesn't work
• Search without business entity types (LLC, Inc., Corp)

For addresses:

• Include city name for better accuracy
• Use street names without house numbers for broader results
• Try landmark or neighborhood names for area-based searches

For phone numbers:

• Use any format - the system recognizes various phone number formats
• Include area codes for better accuracy
• Try both main and alternate phone numbers

How to use advanced filtering

Accessing filter options

1. Navigate to Accounts → Manage Accounts
2. Click Filters next to the search bar to open the Account Filters panel
3. Expand a category and set its options
4. The account list updates to match your selected filters

Filter categories

The Account Filters panel includes:

• Account Status (for example, Needs Attention)
• Admin
• Account Tags
• Products
• Location
• Business Category
• Website
• Social Urls
• Citation Builder
• Listing Sync Pro
• Snapshot Report
• Created Date

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Product filtering is useful for identifying expansion opportunities, support needs, or accounts requiring specific attention.

How to combine search and filters

Advanced search strategies

Combine multiple criteria for precise account discovery:

Example: Regional restaurant search

1. Enter "restaurant" in the search bar
2. Expand Business Category and select "Food & Dining"
3. Expand Location and choose a specific region
4. Expand Products to narrow by relevant products
5. Review the combined results

Example: Business listing management

1. Expand Business Category and select specific industry types
2. Expand Location for the target area
3. Expand Products for listing management services
4. Expand Account Status for accounts needing attention
5. Export results for business listing profile management

Saved filter configurations

Click the bookmark icon next to Account Filters to save your current filter selection for reuse.

How to export and act on filtered results

Exporting filtered account lists

To export accounts from a list:

1. Navigate to the account list you want to export
2. Click Actions in the top right corner
3. Click Export Account Data
4. A CSV file will download automatically

Bulk actions on filtered accounts

Perform operations on your filtered account set:

1. Apply filters to identify target accounts
2. Select accounts using checkboxes (or Select All for entire filtered set)
3. Choose bulk action from available options:
   • Add to account lists
   • Apply tags or remove tags
   • Change market assignments
   • Activate products or services
   • Send communications or campaigns
4. Configure action parameters
5. Execute bulk action across filtered accounts

Filter management and organization

Filter performance optimization

For systems with large account databases:

• Use specific criteria to narrow results effectively
• Combine filters gradually rather than applying many at once
• Test filter performance with different combinations
• Save frequently used filters for quick access
• Clear filters between searches to avoid unintended combinations

Team filter sharing

Enable team collaboration with shared filters:

1. Create useful filter combinations for common team tasks
2. Save filters with descriptive names indicating purpose and scope
3. Set appropriate sharing permissions for team members
4. Document filter usage in team procedures
5. Regularly review and update shared filters for continued relevance

Frequently asked questions (FAQs)

Why aren't my search results showing accounts I know exist?

Check for typos in search terms, try partial names instead of full business names, verify the account wasn't accidentally filtered out by previous filter settings, and ensure you have permission to view the accounts.

Can I search for accounts by customer phone numbers?

Yes, enter phone numbers in various formats in the search bar. The system recognizes different phone number formats and will find matching accounts.

How do I clear all applied filters?

Look for a "Clear Filters" or "Reset" button near the filter controls, or manually deselect all applied filter criteria to return to the full account list.

Can I filter accounts that don't have any products assigned?

Yes. Expand the Products filter category to narrow by product assignment. This helps identify accounts that may need product activation or onboarding.

How do I find accounts that haven't been accessed recently?

Use activity-based filters to show accounts with no recent login activity or last activity older than your specified timeframe. This helps identify accounts that may need re-engagement.

Can I save my filter settings for future use?

Yes. You can save filter combinations as named views in Partner Center for quick access without reconfiguring each time.

What's the difference between searching and filtering?

Search finds accounts matching text terms (names, addresses, etc.), while filtering narrows accounts based on attributes (products, categories, dates). Both can be used together for precise account discovery.

How do I find accounts in a specific geographic area?

Use the Location filter category, or search using city names or address components in the search bar for location-based account discovery.

Can I filter accounts by active products?

Yes. Expand the Products filter category and select status.

Can I filter by accounts created on a specific day?

You can filter by a date range. Use a single-day range (from and to the same date) to approximate a specific day.