Quick Search for Table Views
If you're looking for a quick way to find relevant accounts, people, and engagement, the Quick Search bar is for you.
Above any table in the Engage application, a Search Bar will appear to filter the table view to that particular record.
Searches are case-insensitive and do a partial text match. You can add multiple terms to the search box and exact matches are supported as well.
➤ Searching for Ben will return Benjamin
➤ Searching for ben also returns Benjamin
➤ Searching for Jim Pam returns both Jim and Pam
➤ Searching for Jim Manager returns both Jim and anyone with Manager in their job title.
➤ Searching for "Director of Marketing" in quotes will return people who have exactly "Director of Marketing" in their job title. (Still case-insensitive)
➤ Searching for "Director of Marketing" CMO will return people whose title contains CMO or Director of Marketing
What fields does it search against?
Each table view has a list of fields the Quick Search feature leverages.
Engagement -> MQA
Engagement -> Awareness
Engagement -> Web Traffic
Fields Searchable on Account Pages:
People -> Newly Engaged
People -> Newly Added
Fields Searchable on People Pages:
Activity / Engagement Pages:
Fields Searchable on Activity Pages:
Category (Type / Channel of Activity)
Details (Name of Campaign, Email, Web Page, etc.)
Fields Searchable on Program Impact Page:
Type / Channel of Program