Quick Search for Table Views
If you're looking for a quick way to find relevant accounts, people, and engagement, the uick earch bar is for you.
Above any table, a earch ar 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.
Fields Searchable on Engagement Page:
Category (Type / Channel of Activity)
Details (Name of Campaign, Email, Web Page, etc.)
Fields Searchable on Awareness and Web Traffic Pages:
Fields Searchable on People Page:
Fields Searchable on Program Impact Page:
Type / Channel of Program