Overview
- The Profiles page enables you to find profiles.
- This page supports 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.
- Accessed via Profiles > Find Profiles.
Top right navigation
- Add Profile is a top-right navigation button.
- Add Profile adds a new profile record.
- Find Profiles refers to this page.
- Import Profiles imports profiles from Salesforce if the account is connected to a Salesforce.com account.
Accessing and navigation
- Accessed via: Profiles > Find Profiles.
Contact Filters
- Use this section to build your search by filtering any combination of profile fields.
Columns
- Columns is the data field on which to filter data.
- Columns includes Standard Profile Fields (such as First name, Last Name, Organization, etc.).
- Columns includes Custom Profile Data Fields (as set up by an Administrator on Account Settings > Registration > Profile Data).
- Columns includes Traveler Information Fields (such as Frequent Flyer Number, Passport Number, etc.).
Operator
- Operator specifies how the data field contents will be evaluated to create the filter.
- Examples include "is equal to" and "is not equal to".
Value
- Value 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
- Date Filters apply one or two date-based filters to your search.
- To create a date filter:
- Select the Interval field on which to filter.
- Standard profile fields include Date Created, Date Modified, Date of Birth.
- Traveler Information Fields include Passport Expiration date.
- From the drop-down next to the data field, select a range of dates to apply to the data field or select Custom.
- 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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