I am searching on the name "Joe" in the global search and what comes back are contact records that are Joe and Joseph and Joel, Joelle, etc... when I just want "Joe"
How can I get that to work or can't I?
Hi,
You can define Advanced filters:
Specify the field you want to search, then use equals, click apply:
If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.
Best Regards,
Frank Gong
Hi
As per CRM the search will begin with Name
So if you are searching with *JOE it will search with somename+JOE
If you search with JOE* it will search with JOE+SomeName
If you search with *JOE* it will return
SomeName+JOE+SomeName
If you search with JOE the system will search the name begins with JOE
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