The search bar available on the Marketing Home Page and the Sales Home Page has advanced search terms that can be used to further segment lists of value models, value propositions, and unique value propositions.
Using Advanced Search
- To use advanced search, enter a field in the search bar with the following format and substituting AdvancedSearchField with the advanced search field and SearchTerm with the actual search term.
- AdvancedSearchField:SearchTerm
- Quotes must be used to wrap search terms that contain spaces.
- AdvancedSearchField:"Search Term"
- Multiple search fields can be used to get results for both terms. To see results for either search term, use an OR. To see results that must match both search terms, use an AND.
- AdvancedSearchField1:"Search Term 1" OR AdvancedSearchField2:SearchTerm2
- AdvancedSearchField1:"Search Term 1" AND AdvancedSearchField2:SearchTerm2
- Asterisks can be used for wildcard search for some fields
- AdvancedSearchField:SearchTerm*
Advanced Value Model Search Fields
|
Field |
Use |
Note/Example |
|
Name |
Value Model Name |
Wild card (*) and fuzzy (~) will work. Example: To find a model with name Great Model use the search Name:"Great Model" To find a model with the word Great in the name somewhere, use the search Name:Great* |
|
CompetitorName |
Competitor Name |
Wild card (*) and fuzzy (~) will work. |
|
CustomerName |
Customer Name |
Wild card (*) and fuzzy (~) will work. |
|
OfferingName |
Offering Name |
Wild card (*) and fuzzy (~) will work. |
|
ModelId |
Id of the Model |
Example: To find a model with id 100 use the following search: ModelId:100 |
|
ModelType |
1 for basic, 2 for multi-year |
Example: To find multi-year models, use the following search: ModelType:2 |
|
CreatorName |
The name of the creator. |
Wrap search term in quotes for searching for specific first and last name Example: To find models created by John Doe use the following search: CreatorName:"John Doe" |
|
LastModifiedName |
The name of the last modified user. |
Wrap search term in quotes for searching for specific first and last name |
|
CreatedDateString |
Format for the date is YYYY-MM-DD-HH:mm:SS |
Use the wildcard search (*) for searching for mutliple time units. Example: To find models created in 2017 use the following search: CreatedDateString:2017-* |
|
LastModifiedDateString |
Format for the date is YYYY-MM-DD-HH:mm:SS |
Use the wildcard search (*) for searching for mutliple time units. For example Example: To find models modified in Ocotober of 2017 use the following search: CreatedDateString:2017-10-* |