How to filter and search the Accounts Overview page

Marketing_Professional_Enterprise

Sales_Plus_Professional_Enterprise

On the Accounts Overview page, you can customize what fields appear in your account list to quickly see the data that is most important to your business. You can also filter and search your business accounts by standard and custom fields. Using these filters and search options lets you easily see which accounts meet the criteria you set in.

How to customize the account list view fields

The Accounts Overview page can be adjusted to show important fields in your account list view at-a-glance.

To customize the account list view:

  1. Click Contacts on the left menu.
  2. Click the Accounts option.
  3. Click the Gear icon in the top right corner.
    Account_Overview_gear_icon.jpg
  4. In the dropdown, select the fields you want to appear. Unselect the fields you want to hide.
  5. Click out of the dropdown once complete.

How to filter accounts

The Accounts Overview page has a filter button that you can use to view a list of business accounts that meet specific criteria.

To filter accounts:

  1. Click Contacts on the left menu.
  2. Click the Accounts option.
  3. Click the "Add a filter" button.
  4. Click a field group name.
  5. Click the field by how you want to filter.
  6. Click the operator you wish to use.
  7. Type the field value you want to use in the search.
  8. Click the "Apply" button.

The Accounts Overview page will load and list the filtered results.

Narrow your results with multiple filters

You can use more than one filter to narrow down your results.

When using more than one filter, the system will only search for and display accounts that match all criteria.

To use more than one filter, follow steps 1-8 above. After the page displays your results, click the "Add a filter" button again and follow the same steps. Keep doing this until you have all desired filters in place.

Remove a filter

If using multiple filters, you can remove a filter to broaden your results. To do so, click the "X" next to the filter you wish to remove.

Remove_a_filter.jpeg

How to filter accounts by Account Owner

The Account Owner picker lets you view a list of accounts by the Account Owner.

To use this option:

  1. Click Contacts on the left menu.
  2. Click the Accounts option.
  3. Click the "Account Owner" picker.
  4. Click the Account Owner name.

The results will display all accounts by the Account Owner name you picked.

How to search for business accounts

The search field on the Accounts Overview page will search for all business accounts that contain your search term in the account name.

search_account_name_field.jpeg

To use this option:

  1. Click the search field.
  2. Type the name of the account you want to find. You can type the full account name or part of the account name.
  3. Press the "Enter" key.

The Accounts Overview page will load and display the account(s) that matches your search criteria.

Combine filters and search

You can combine both filters and search to narrow down a list of accounts.

When you do, the system will look for and display accounts that match all criteria.

Export a list of Accounts

You can export all business accounts from your ActiveCampaign account to a CSV file. It is not possible to export a list of filtered results. 

  1. Click Contacts.
  2. Click Accounts.
  3. Click the "Export" option.
  4. A confirmation window will appear. Click the "Click to view process" link.
  5. We'll redirect you to the "Settings > Import/Export Status" page in your account. Click the "Export" tab.
  6. Click the "Download" option to download the results into a CSV file.
Was this article helpful?
2 out of 3 found this helpful

Have more questions? Submit a request

Start free trial