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 filters that use one or two date intervals.
Date intervals can be applied to Date Created, which is the date the profile was created.
Date intervals can be applied to Date Modified, which is the date the profile was last modified.
Advanced Filters
Advanced Filters are search filters that use up to six fields.
Advanced Filters can include all standard profile fields.
Advanced Filters can include any custom profile fields you have defined.
Using the “%” wildcard
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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