Search Features

Special Search Features for Text Criteria fields

These search features are available in the View forms and Enhanced Workflow Filter fields. Search strings are not case sensitive.

: - Enter a range of values using a colon.

The Code field in CRM is an alphanumeric field. If you search based on the Code field and select a range of values, you can also retrieve other codes (depending on the values in your database). You cannot use the range search feature with other wildcards. Instead:

Use :value to search for all entries up to this value (less than).
Use value - to search for all entries from this value onwards (greater than).

For example a:d matches apple, banana, and kumquat but not fig; c: matches kumquat and fig; and:c matches apple and banana.

, or / or \ - Enter multiple values, separated by a comma or forward slash or backward slash. All records that meet one of the values entered is retrieved. (Behaves the same way as the or operator).

+ or <space> - Enter multiple values, separated by a + or a space. Only records that meet all the values entered is retrieved (Behaves the same way as the and operator).

If a combination of AND and OR wildcards are used, the AND wildcards are processed before the OR wildcards. Each entry in the list of multiple AND entries can contain range and wildcard searches:

? - To represent a single character — for example: ?at = cat, mat, and pat.
* - To represent multiple characters — for example *son = Wilson, Johnson, and Benson. You can perform a contains search using *man* to match aquaman, mantra, and Emmanuelle.
NOT or not - Prefix the criteria with NOT to retrieve all records that do not meet the value entered.

Note: Any text that you enter as a criteria or filter should be enclosed in double quotes if the text contains a space or any other character such as slash or plus.

Special Search Features for Number Criteria fields.

These search features are available in the View forms.

: - Enter a range of numbers using a colon.

, or / or \ - Enter multiple values, separated by a comma or forward slash or backward slash. All records that meet one of the values entered, is retrieved.

Special Search Features for Date Criteria fields.

These search features are available in the View forms.

: - Enter a range of dates using a colon.

, - Enter multiple dates, separated by a comma. All records that meet one of the dates entered is retrieved. (Behaves the same way as the or operator).

TODAY - This is a reserved word that you can use to search for the current date. This is most useful in saved criteria.

Note: You can specify an offset using the + or ?? characters. For example, TODAY+7 is seven days from today.

You can also use this in a range search. For example, TODAY-7:TODAY+7 returns dates that are later than seven days ago and earlier than seven days from now.

You can enter dates in these formats:

9 August 19
9 August 2019
09/08/19
09/08/2019

Your internationalisation settings may be different. Define the date convention for your locale by using the Date form of the Regional Settings Properties form, which you can open by clicking the Regional Settings icon in the Windows Control Panel.