Planners can search for profiles in any accounts they have access to.
You can search for a profile using the following criteria:
Standard Filters
Standard Filters are search criteria that allow one or two date intervals.
Date intervals can be applied to:
- Date Created — the date the profile was created
- Date Modified — the date the profile was last modified
Advanced Filters
Advanced Filters are search criteria that allow searching on up to six fields.
Advanced Filters can include:
- all standard profile fields
- any custom profile fields you have defined
In order to broaden your search, use a "%" as a wildcard to return any number of characters.
For example, First Name = "Bo%y" will return Borry, Bosey, Bothey, etc.
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