Power searching
Power searching allows users to filter lists with a range of searches such as:
| ANDSearch | Example: filtering Accounts with Industry set to Manufacturing AND in United Kingdom. Here you could filter using two different column headers. |
| ORSearch | Example: filtering Accounts with Industry set to Manufacturing Or Retail. To achieve this you would use the ‘pipe’ symbol: |. For example, Manufacturing|Retail. |
| EXCEPT Search | Example: All Opportunities EXCEPT those with the Source field set to Partner Referral. To achieve this you would use the ! symbol. For example, !Partner referral. |
| BLANK FIELD | Example: All contacts where there is no email address. For example, search for [null] |
| NOT BLANK FIELDS | Example: All contacts where there is an email address. For example, use ‘ _’ in the search |
| EXCLUSION/ BLANK FIELDS (dropdowns) | Example: Exclude all Accounts in Aviation BUT DO NOT EXCLUDE those not set. For example to exclude an industry but include those not set eg !aviation|[null] |
| EXACT MATCH | Example: search for the region ‘South’ only and not ‘South West’ or ‘South East.’ To achieve this you would use ” “ or =. For example, “south” |
| EXCLUSION | Example – filtering out of all Accounts in London and Birmingham. For example, !London = excluding London. &&!Birmingham = and also excluding (&&!) Birmingham. |
| COMPLEX SEARCHES | Example: s[ht] – returns any results where the data in the column begins ‘sh’ or ‘st’ or if you are searching for post code BB1 but don’t want BB10 – BB19 you would put BB1[ ] |
| NUMERIC SEARCHES | NUMERIC SEARCHES |
Tip
Tip: Don’t forget about the search helpers at the top of most Gold-Vision lists for simple searching and filtering
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