User Guide

10.3

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Using the Search Box to Find Records

You can search for records that you want to view, edit, or delete.

Optionally, in the

box in the header, select a type of business entity from the list.

By default,

All

is selected, and

Customer 360

searches within all the business entity types.

The Search list contains the types of business entities that you have permission to view. If the list is empty, contact your MDM administrator to request permission.

In the

box, perform one of the following tasks:

Type the complete search string or the search string with the asterisk wildcard character (*) for the record that you want to find. You can use the wildcard character at the end of the search string or in between the search string. For example, if you want to search for John, you can specify

Jo*

J*n

If the search is configured to suggest search strings, type a few characters of the search string, and select one of the suggested values as the search string.

The values are suggested when you search within a single business entity.

If the search results must contain the words in the search string, add the

operator before each search word.

If the search string includes any of the following special characters, add a backslash as a prefix to the special character: + , - , & , || , ! , ( ) , { } , [ ] , ^ , " , ~ , ? , : , \ . If you do not add a backslash as a prefix to each special character, the search might return no results or incorrect results. For example, if you want to search for

AT&T

, the search string must be

AT\&T

If you want to search for a negative value, type the value in the search string without the minus character. For example, if you want to search for

-5000

, the search string must be

5000

If you want to search a date, use a simple date format, such as

, in any order and do not use a date format, such as

YYYY-MM-DDThh:mmTZD

. For example, use November 20 2014 or 2014 Nov 20 as the search string.

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