Queries

The Queries feature lets you build custom searches by selecting criteria and fields, allowing you to find specific contacts based on details like name, company, or job title. You can combine multiple criteria with AND/OR operators, change how results are displayed, save queries, and even download results as a CSV file. Note that this phase of the feature is limited in scope, with additional functionality planned for early 2025.

To use this feature, the database must be at least version IADB_Patch_Release_24_009, and the proxy must be at least version 1.3.2110.0703.

When you create a query, you specify the criteria you want to include in the search and what fields you want InterAction+ to use when performing the search. 

At this time, proxying as another user will not allow you to view that user's queries. Please note this release is a Phase 1 and is limited in scope. Phase 2 and final buildout are planned early 2025. There are numerous fields and functionality still to be built, such as location-based searches and searching on Folders/Contact Types. 

You can access queries by going to the Queries page. You will see queries that you created or that have been shared with you.

To filter the list of created queries, you can search in the Name and Created by columns.

You can add or remove the columns that appear on the page by clicking on the three dots

The available columns are as follows:

• Name
• Created By
• Description
• Type
• Access

Create a Query

Criteria is a “building block” for a search. A criteria row consists of the field to search (e.g., Last Name), an operator (e.g., “is”), and the value to search for (e.g.,“Smith”).

For example, the criteria “Last Name is Smith” searches for all contacts that have the text “Smith” in the Last Name field. Criteria can be joined together by AND and OR and can be grouped.

1. To create a new query, click on the + New Query button.
2. Select your Field from the list. The options are as follows:
   • Full Name
   • Job Title
   • Company Name
   • Company Common Name
   • Additional Fields
   • Assistant Name
   • First Name
   • Is Company
   • Is Firm Alumni
   • Is Firm Personnel
   • Last Name
3. Select your Operator from the list. The options are as follows:
   • Equals
   • Does not equal
   • Is empty
   • Is not empty
   • Starts with
   • Ends with
   • Contains
   • Does not contain
4. Type in the Value to search for.
5. Add Criteria or Groupings to include in your query.
6. Add And/Or options to include in your query, if needed. If you need your query to be more granular, you can create groupings with multiple And/Or values as needed.
   • The Or operator will show a broader set of results than the And operator, which will narrow the search and make it more specific.
7. Click Edit Columns to change the query results view and the output in your Excel .csv file.
8. Click Run Query to run the query.
9. Click Save to save your query. You can also click Save As to create a copy of a query that has been shared with you.  Only the person who created a query can change the original version.
10. Click the download button to download a .csv file of your query results.

For example, you can create the following queries:

All contacts with Full name = John AND Company name contains "Inc" AND (is a firm Alumni OR Company name starts with "A")

All contacts whose Full name starts with "Adam" OR who is not firm alumni OR whose company name starts with "A"

All contacts whose Full name starts with "Adam" OR (who is not firm alumni AND whose company name starts with "A")

• Note this query is exactly same as the one above, except there has been a grouping added with And as the operator instead of Or.
• Adding And will likely lead to a smaller or more specific set of results than the first query with Or because in most cases the number of contacts who have both criteria in the group will be smaller than the number who have either criterion.
• If you get too many results, try entering more criteria.
• If you get too few results, broaden the search by removing some of the criteria.

Additional Fields

Additional Fields fall under a collection which contains all Additional Fields. Each collection contains a single Additional Field. 

If you are looking to search on contacts with multiple values of the same additional field, add a new collection.

Edit a Query

Editing query details is only possible for queries you have created.

1. Go to Queries and select the edit button next to the query you wish to edit. The Edit Query Details window will open.

2. Make the changes and choose Save.

Delete a Query

You can only delete queries that you created.  

1. Go to Queries and select the delete  button next to the query you wish to delete.

2. Choose Yes to confirm that you want to delete the search.