While filtering out data (leads, contacts, accounts) using the text field dropdowns,
1.Your search phrase should match with the beginning of the field value that you are searching for.
2. This is applicable for all text fields (default and custom fields).
3. Per word limit: This comparison maps upto first 20 characters of the search field.
4. If your field value is more than a word separated by a comma, mapping takes place based on either of the words.
5. Search is case-insensitive.
Ex: Say, you want to filter out all leads whose job title is ‘Sales Manager’. Your search input should begin with ‘S...’ or ‘M…’ for a successful search.
-If you key in ‘S…’, the first word ‘Sales’ is mapped and records of all leads who are ‘Sales Managers’ get listed.
-If you key in ‘M…’, the second word ‘Manager’ is mapped and records of all leads who are ‘Sales Managers’ get listed.
-If you key in the entire phrase ‘Sales Manager’, only results matching the entire phrase gets listed.
Ensure all your search phrases begin with the same letter as that of the field value you are searching for.
|- Moving forward, the above search characterstics will be reflected in the custom view filter results too.|
- These changes are applicable while filtering out the bulk email recipients too.
- Search characterstics continue to stay the same while sorting by Deal stage and Lead Stage fields.