search User Segments by Account Name

Kylee Graff

• October 29, 2019 19:26

Allow on screen search of Account Name when viewing a User Segment.  I shouldn't have to export a segment and leave totango to locate all contacts associated to a particular account who are found in a segment created.  I find it more common for me to want to search a user segment by account name vs individuals when spot checking.

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  Ashwini Sukhdeve

  • October 29, 2019 20:03

  Hi Kylee, to clarify - are you trying to look for contacts from a specific account? I am assuming filter by an account name is not a good experience..

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  Kylee Graff

  • October 29, 2019 20:08

  Ashwini, yes that's correct.  When in the UI, I currently sort by account name and then skip thru page after page of results.  If I could search by Account name instead of just user, I would quickly see all users associated to that account in the segment.

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  Ashwini Sukhdeve

  • October 29, 2019 20:19

  Thanks for the clarification! Did you try to filter your segment by the account name? 

  

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  Kylee Graff

  • November 15, 2019 19:28

  I could but it's not ideal given I'm not wanting to edit the segment to search.

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