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Using the search box to find records

Select one or more business entities and use the search box to search for records. The search results show the most important details of the records. You can see the complete details by opening the records.
Note: If the name of a business entity exceeds 22 characters, you can view the complete name in the tooltip when you hover over the name.
You can use a complete or partial text as a search string. When you start typing a search string, you can select any matching string that appears as a suggestion. You can also select a recently used search string.
Note: When you type a string to search for records across multiple business entities, Customer 360 SaaS lists the strings based on the previous search suggestion. Customer 360 SaaS doesn't include business entity names along with the suggested strings.
The following table lists few example search strings and explains how they function:
Example Search String
Search Behavior
John Smith
Searches for records that contain John, Smith, or any variations of John or Smith as a field value.
"John Smith"
Searches for records that contain John Smith as a field value.
When you use this search string format, avoid combining it with other formats. The search results might not be the same when you use them separately. For example, "Janet" || John* might return different results when you search for "Janet" and John* separately.
John*
Searches for records that contain a value that starts with John, such as Johnson or Johnny.
Jo*n
Searches for records that start with Jo and end with n, such as Johansson or Jordan.
MDM0000000000F
Searches for a record with a field value that matches the business ID MDM0000000000F. The search also returns records that approximately match this value.
If you use a source business ID to search for a record, the search returns the master record to which the source contributes values.
If you use a master business ID to search for a record, the search returns all the records that contain the searched record as related record.
For example, you can use the business ID of an organization record to search for all the person records related to the organization record.
*
Returns all the records.
Note: When you use only white spaces as a search string without any other characters, the search doesn't return any results.
Jo?n
Searches for records with a single character between Jo and n, such as John and Joan.
You can use question mark as a wildcard multiple times in a word.
The Washington Post
Ignores the stopword The and searches for the records that contain Washington, Post, or any variations of Washington or Post.
The example stopwords are a, an, of, and with. For a complete list of stopwords, contact Informatica Global Customer Support.
-John*
Searches for records that don't start with John or any variations of John, such as Johnson or Johnny.
+Manager +Janet*
Searches for records that contain Manager and a field value that starts with Janet. For example, a record with the name Janet Williams and designation Manager matches the search string.
Joan~
Searches for records with similar values where up to two characters in the search string can be replaced. For example, John or Donn can match the search string.
Hans && Williams
Searches for records that contain Hans and Williams in the same record. For example, first name is Hans and last name is Williams.
(Janet* || John*) && Manager
Searches for records that contain Manager and any variations of Janet or John as a field value. For example, a record with first name Johnny and designation Manager.
/Joan_([0-9]+)/
Searches for records that contain Joan_ followed by a numeral, such as Joan_123 or Joan_1.
Note: The forward slashes act as escape characters so that the wildcard characters are not considered as search string.
/John[*]/
Searches for records that contain John followed by the asterisk (*) character.
Note: To use wildcard characters as part of the search string, escape wildcard characters with square brackets ([]). Also, ensure that the search string starts and ends with forward slashes.
Note: Search strings can include only the following wildcard characters:
+ - = && || > < ! ( ) { } [ ] ^ " ~ * ? : \ /
You can save the searches that you perform frequently and run them any time from the Search page. The saved searches contain the search term and the filter attributes that help you initialize the searches.