Search Profiles

The Profiles page enables you to find profiles, using potentially very detailed searches of the profiles database for the current account. You can then edit a record you select in the results returned.

See Profile Overview for more about profiles in Certain.

Access method

Accessed via: ▶︎ [Profiles] > Find Profiles

Search Profiles

The Search Profiles page enables you to find profiles, using potentially very detailed searches of the profiles database for the current account. You can then edit a record you select in the results returned.

See Profile Overview for more about profiles in Certain.

Top right navigation buttons on this page:

• Add Profile — Add a new profile record
• Find Profiles — This search page.
• Import Profiles — Import profiles from Salesforce, if your account is connected to a Salesforce.com account.

Contact Filters

Use this section to build your search based on filtering any combination of profile fields.

Columns

The Columns option is the data field on which to filter data. The Columns option includes:

• Standard Profile Fields (such as First name, Last Name, Organization, etc.)
• Custom Profile Data Fields (as set up by an Administrator on Account Settings > Registration > Profile Data)
• Traveler Information Fields (such as Frequent Flyer Number, Passport Number, etc.)

Operator

The Operator option specifies how the data field contents will be evaluated to create the filter, such as “is equal to” or “is not equal to”.

Value

The Value option is a string of text. For “yes” you can use the numeral 1. For “no” you can use the numeral 0.

And / Or

You can select And / Or to join multiple filter criteria using the logical AND/OR operators.

Date Filters

Use this section to apply one or two date-based filters to your search. To create a date filter:

1. Select the Interval field on which to filter.

• Standard profile fields:
• Date Created
• Date Modified
• Date of Birth
• Traveler Information Fields:
• Passport Expiration date

2. From the drop-down next to the data field, select a range of dates to apply to the data field or select Custom.

3. If you selected Custom, use the Start Date/Time and End Date/Time fields to enter a date range.

> Note: Times must be in 24-hour format (HH:MM:SS) based on Certain's time, which is United States Pacific Time

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