Sometimes you don’t know what exactly you are looking for. That’s when wildcard search may come in handy. Wildcard search can be used as placeholder for any sequence of characters or words.
Here are a few examples which will help you to use Wild card search:
- Starting with : abc*
When you are looking for a company or name starting with ABC but you cannot remember the rest
select Lead/Customers Company from the smart search option then type in abc* in the search bar and click on Search.
All companies starting with ABC shows up in the search result
- Ending with : *abc
When you are looking for a Leads name but you can just remember the last name
select Lead/Customers Full Name from the smart search option then type in *abc in the search bar and click on Search
Note: we are searching for Williams
All Leads with the last name Williams will show up in the search result.
- Anywhere: *abc*
When we are searching for a word of which we remember few letters, the letters can be in the beginning of the word or the end or anywhere in between
Select All from the smart search option then type in *abc* in the search bar and click on Search
Note: we are searching for inc
The search result will show all records which has inc anywhere in a word.
- Exact Match: “abc inc”
When we know exactly what we are looking for.
Note: we are searching for TestCo inc.
The search result will show a record with the exact words you searched.