Advanced search function

Contact management provides the possibility of easily building queries in order to search for persons.

Creating queries

To build a new query you need to click into the query field.

A condition consists of at least one index, a relation and a value range for each index. The available indices are detailed in the following step.

A relation can be: =, <, >, <=, >=, starts with, contains, between.

A value range consists of one or more values depending on the selected relation:

  • one value for logical operators (=, <, >, <=, >=) and starts with
  • two values separated by comma or space for contains and between
  • an arbitrary amount of values separated by comma or space for between

The following dynamic indices are available on client- resp. person-level:

Index Description Input Level (C = client | P = person)
Budget MG1
 Total of MG1 within the selected period Number C
Budget MN3 Total of MN3 within the selected period Number C
Client ID of a client Number C
Customer active The contacts of active resp. inactive clients are considered for the query 0 (inactive) or 1 (active) C
Client Visits/ Year Number of planned appointments Number C
Account Manager/ Account Contact person that is connected to the selected client-name Client-name C
Client-Cluster Cluster that the client is assigned to Identifier of the cluster C
Client Country Client-address: identifier of the country Identifier of the country C
Client-Name Name of the client Name of the client C
Client Location Client-address: name of the city
 Name of the city C
Client Postcode Client-address:zip-code
 Zip-code C
CustomerStatus Current status of the client (existing, new, prospect, etc.) Identifier of the status C
CustomerType Type of the client (agency, advertiser, etc.) Identifier of the client-type C
Client/ Number of Contacts Number of contact persons that are allocated to the client Number C
Customer/ Appointment Count Number of appointments connected to the client Number C
Customer/ Sales area Sales area that the client is allocated to Name of the sales area C
Person Active The query considers only active resp. inactive persons 0 (inactive) or 1 (active)
 P
Person Title Salutation of the person (Mr., Mrs.) Salutation P
Person Userfunction Function, that is assigned to the user (only if the person owns a user-record) Identifier of the function P
Person Sales Agent/ ID ID of the person if he/she is an account manager  ID P
Person sales agent/ name Name of the person if he/she is an account manager  Name of the person P
Person Decision maker Number of the category for budget-decisions Number between 0 and 3 P
Person year of birth Year of birth four-digit year P
Person month of birth Month of birth two-digit month P
Person Date of Birth in Days Date of birth two-digit day P
Person Name Last name of the person. Only persons that are connected to clients are regarded by the query! Complete last name with correct spelling P
Person City Name of the city of the person's company address or private address Name of the city P
Person Position (List) The person's position in the company Selection of a position from a list P
Person Position (Text) The person's position in the company
 Name of the position P
Person Academic Title Academic title of the person Name or parts of the name of the title P
Person VIP The query considers only persons with resp. without VIP-flag
 0 (not set) or 1 (set)
 P
Economic Sector/ Industrial Sector The economic sector the client is connected to Name of the economic sector C
Industrial-Type/ Product-Family Name of the product family the client's products belong to Name of the product family C

Rules for conditions

  • conditions can be negated (NOT)
  • conditions can be combined (AND)
  • OR-relations can only be created with between-relations on condition-level (OR-relations between values of one condition are possible but not OR-relations between different conditions)
  • relations can be inverted by selecting NOT
  • for values that don't contain numbers (e.g. an ID) but an amount the search must be inverted
  • if you want to filter by value = 0.
    Example: you want to only search for contacts of clients without appointments (amount of appointments = 0)
    --> Index: "Customer appointment count"
    --> Relation: NOT >
    --> value: 0
    This condition will filter all clients with 0 or less appointments.
  1. Opens the selection to the index. Please note that the selection is only displayed for indices that are connected to masterdata records.
  2. If you set the deactivate-flag, the condition will not be considered by the query.
  3. Select a clause to put the values in relation to each other or to the logical operator.
  4. If you negate the condition by selecting NOT, it will be inverted by the query.
  5. For certain indices the range can be narrowed down on month and year.
  6. Applies the condition to the searchbar.

The search is started by pushing the search-button. The searchresults are displayed in a table under the search bar.

Customizing the result table

Rightclicking the table header opens the column configuration. To remove or add columns you need to click on the column names.  The new configuration is applied to the table once you click on "Submit". Clicking on "Clear" resets the entire configuration and removes the numeration of the column.

Saving queries

On pushing the save-button a new window with the query is opened in masterdata view.

  1. A name for the query needs to be entered.
  2. The conditions that were set in contact managment view are applied to the query-field.
  3. The set global-flag makes the query accessable for all users.
  4. Copies the record.
  5. Saves the record
  1. All global queries and the private ones of the currently logged in user can be opened in a selection.
  2. In the selection you can search for particular queries by their names.
  3. Multiple selections of queries are allowed. Their conditions will be combined.
  4. The selected items can be removed from the selection by clicking on the X.
  5. The selected queries are applied to the searchbar.

The number of selected queries is displayed next to the link and the names of the selected queries are displayed under the searchbar.

Quicksearch

To start the quicksearch you only need to enter the initial letter of each first and last name.

You can also do a quicksearch on every field of the contact. To extend the search you can use wildcards instead of characters, for example if you're not quite sure about the spelling:

_ (underscore) replaces single characters --> m_ll --> mall, mill, mull etc.

* replaces strings --> mi*r --> miller, mister, minister, micrometer, midyear etc.

 

To search only for a particular client, you enter the company name or only parts of it and push the magnifying glass-button to open the search. Next click on the favoured record to apply it to the form.