Planners can search for profiles in any accounts they have access to.
You can search for a profile using the following criteria:
Standard Filters
- You can search using one date interval.
- You can search using two date intervals.
- Date intervals can be applied to Date Created — the date the profile was created.
- Date intervals can be applied to Date Modified — the date the profile was last modified.
Advanced Filters
- You can search on up to six fields—including all standard profile fields, and any custom profile fields you have defined.
Wildcards
- To broaden your search, use a "%" as a wildcard to return any number of characters.
- Example: First Name = "Bo%y" will return Borry, Bosey, Bothey, etc.
Notes
- Help topics may include features to be released.
- © 2020 Certain, Inc.
Was this article helpful?
- 0 out of 0 found this helpful
Have more questions?
- Submit a request
Comments
- 0 comments
- Please sign in to leave a comment.