Use filtered search to search for records based on one or more field values. You can also use business IDs to search for records.
To repeatedly search for records with the configured filter values, you can save the search and run it at any time. You can save a search as a template, and enter different field values to perform a search. You can't use search terms that contain special characters for filtered search.
You can export a maximum of 10,000 records that the Search Results page can display.
Note: If you include a hierarchy in a saved search, the saved search doesn't display the hierarchy filter.
To filter records that contain wildcard characters, such as + - = && || > < ! ( ) { } [ ] ^ " ~ * ? : \ / in field values, ensure that you include a backslash (\) followed by wildcard characters in the search string. The backslash (\) acts as an escape character and considers the wildcard character in the search string.
For example, you specify product codes in the following format:
<company_ name>-<product_code>
If you want to search for all the product codes in your company, enter the search string for the Product Code field in the following format:
ABCCorp\-*
If you don't use backslash (\) before the wildcard character hyphen (-), Customer 360 SaaS doesn't return the search results.
Filter records using filtered search
You can use the filtered search to filter records.
1Click Search > New Filtered Search.
The New Filtered Search panel appears.
2Select a business entity.
The fields related to the business entity appears.
3Enter search terms for the fields that you want to include in the search.
4To add fields, perform the following tasks:
aClick Add Field.
The Add Field dialog box appears.
bSelect the fields, and click OK.
5To filter records based on field values, select one of the following filter values:
- (Blank). Filters records that contain blank or empty space in the fields.
- (Not Blank). Filters records that contain any value in the field.
- Is. Filters records with field values that match the search string.
When you use the Is filter value, you can use a search string to search for records with specific field values.
- Equals. Filters records that match the specified date and time.
Use the Equals filter value for the date and date and time field types.
When you use the Equals filter value, ensure that you select the date and time from the calendar and time picker. If you enter the date and time, the search doesn't filter records.
Note: The filter values don't appear for system fields.
6Click Search.
The search results appear.
7To save a search, perform the following tasks:
aClick Actions > Save As.
bIn the Save As dialog box, enter a unique name for the search.
cTo save the search as a template, select Save search as a template.
dClick Save.
The saved search or template appears on the Search page.