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03 Feedback & Requests

03 Feedback & Requests

Request to Save Find Contacts Search Filters as Templates

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It would be incredibly helpful to save a Find Contacts search filters as a template. My filters are very in depth and eats up a ton of time each time I try to run a new search. If it's possible to save the Find Contacts search filters as template please let me know!

Request to Save Find Contacts Search Filters as Templates | Clay

5 comments

· Sorted by Oldest

John Mayfield
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disregard, I see it is on the roadmap! Thank you!
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Based on the available documentation, while Clay offers the Find People Search tool that allows you to set various search parameters like job title, company, location, and experience, there is no direct functionality mentioned for saving search filters as templates. You can define your search parameters and run searches, but you'll need to set up the filters each time you perform a new search. Source: Find People overview | Documentation | Clay University
Channeled
APP
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You're welcome! Let me know if there's anything else I can assist you with.
Channeled
APP
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Hi John Mayfield! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
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Thank you so much for sharing your feedback John Mayfield!