Wildcards (* and %) can be utilized in various search screens to enhance your search capabilities when you lack precise name, address information or other demographic details.
Account Search Screen
In the Demographic Options section, wildcards can be applied to broaden your search parameters. For example:
Attempting to locate "Bobby" Smith but unsure of the exact spelling?
In the First Name field, enter "Bo" followed by the wildcard symbol "*".
In the Last Name field, enter "Smith".
Click "Search" to reveal results.
Email Search Screen
Attempting to locate an email received from Victoria, but do not have the full email address?
In the From Email field, enter "Victoria" followed by the wildcard symbol "*".
Click "Search" to reveal results.
Best Practices for Effective Searches
Start with Defined Criteria:
Use specific information and multiple fields to narrow down results.
Broaden Search When Needed:
If initial results are insufficient, employ less specific information and fewer fields.