Overview: Filtering & Grid Views

In your SigParser account, select either Contacts or Companies from the top menu.

Your contact or company profiles will be shown in a grid.

The total number of contacts or companies shown is based on the View or Filter applied.

The columns are the different data fields SigParser can populate.

Each row is a unique contact or company record.

The Search button will display search fields for each column. Enter the information you are looking for in the corresponding search box.

Reset your search criteria with the icon.

You can Import Contact or Company records in CSV format by selecting Import.

You can export all or selected records by selecting Export.

If you have a Professional or Enterprise subscription with a CRM connected, you can also use this to manually export records to your CRM.

Select one or multiple records and then select Update to add custom tags or change the status of these records.

Manually add a record by selecting the button.

Refresh your data by selecting the button.

For additional support, select the button.

The Views drop-down menu allows you to choose what data you want to view based on different column and filter options.

There are pre-set views to help you get started.

You can customize these pre-set options or create your own custom views. Use this drop-down to toggle between your views.

Select Manage to manage your views. From here, you can customize filters, columns, view preferences, copy, and delete a view.

The gear icon will allow you to customize the view preferences of that selected view.

To create a new view, select Add from the drop-down menu.

Add filters and columns based on your preferences.

Use the Filter icon to apply various filters to your grid.

Use the Column Picker to choose what fields you want to view.