Changes

Jump to: navigation, search

Template:July2021Upgrade

7 bytes added, 18:00, 22 June 2021
m
Enhanced List View Searching with New Search Options
'''Advanced Search''' for list views have been updated with multiple search options for single conditions as well support for phonetic searches. You can now use Advanced Search in list views and search for multiple exact value matches in a single condition. For example, you could search for multiple contacts by email address. To do that, go to '''Menu Icon''' > '''People''' > '''Advanced Search''' > Select '''Email''' for the standard field > Select the '''Multiple''' option and enter email addresses delimited by a semi colon ( ; ). Additionally, you can also make phonetic searches using Soundex in the '''Advanced Search'''. Soundex helps English language speakers find records that have a minor difference in spelling. For example, if the user searches the keyword "strokes" it will return records with values equal to "stroke", "strokes", "stroka", "stroko", etc. but it will NOT return values that contain these words as part of a bigger string (e.g. "strokes test"). To use this new feature, navigate to a list view, click into the '''Advanced Search''', select a text-based field and select the new option '''Soundex''' from the operator dropdown.
<u>'''Note:'''</u> When using the Multiple '''Multipl'''e search option, it is an OR search between values and the values must be an exact match. This functionality is available for fields like '''Application Name''' but not available for fields with pre-defined options like a select one or date fields. For phonetic searches, numeric and date fields are not supported and neither are fields with predefined options. For more information on Soundex, [https://dev.mysql.com/doc/refman/8.0/en/string-functions.html#function_soundex view the documentation guide].
<!--120758 - Enhancement, Multiple entries in Advanced Search for Contacts-->
<!--122567 - Fuzzy Search through API-->
Smartstaff
2,356
edits

Navigation menu