Once you've searched for and found a set, you can filter the results to find a subset of records that match specific field or text criteria. This is helpful when there are a large number of records in a set, or when you want to take action on specific records in a set without selecting each one individually.
To filter set search results:
On the Full Set page, select the Filter Results action.
Type information in one or more fields to find records in the set that contain that information in those fields. Press the GO button to filter the set using your entered criteria and display the results on the Partial Set page. If the filter does not provide the list of records you want, click the Modify Filter link to change or add criteria.
To search for a text string anywhere in incoming messages, type the string in the Text field.
To search for all e-mail messages with the same subject or a string of text in the subject, type the complete subject or type a portion of a subject with an asterisk (see wildcard searching, below).
To search for e-mail messages that were processed by the same rule, type the string (for example Rule# 1366) in the Set Comments field.
To search for all records added to a set within a date range, enter the dates in the Set Records Entered from and to fields. Enter the same date in both fields to find all records added on single date. If you leave the to field empty, the search finds all records added from the date in the from field to the current date. If you leave the from field empty, the search finds all records added before and on the date in the to field.
To search for new people records, click in the Selected Person field and select New. Other options for this field are All (displays both New and Existing people records) and Existing (displays only the people records that currently exist in the IQ database.)
To perform an AND search for records that contain values in multiple fields (for example, those with a City of Alexandria and a ZIP Code of 22306), enter information in those fields. Whenever you enter values in multiple fields, an AND search is done.
To search for records with one of several values in a multiple-valued field (for example, Affiliation Codes), enter one value per line to perform an OR search. For example, in the Affiliation Code(s) field, type ATTY, CIV, EDU on separate lines to find records at least one of those codes.
To search for records with the same People comments, type the string (for example *Created by IMA*) in the People Comments field.
To search for records with the same Mail comments, type the string (for example *health care reform*) in the Mail Comments field.
To search for records that contain a custom People or Address field, click in the Custom Field drop-down to display and select from a list of available fields and then type the word or phrase in the Value field.
To perform a case-sensitive search, place quotation marks before and after the value you're searching for. For example, an organization search for "LIND" will find LIND, Inc., but not The Lind Company.
To perform a wildcard search, use the asterisk (*) as a wildcard character.
To search for field information that begins with a string of characters, type the asterisk at the end of your entry. For example, type 800* in Address Line 1 to find all records with an address that begins with the number 800.
To search for field information that ends with a string of characters, type the asterisk at the beginning of your entry (for example, *aol.com to find all records with an e-mail address that ends with aol.com.
To find a string anywhere in the field, type an asterisk before and after the string (*Iraq*) to find all records with the string Iraq anywhere in the Subject field.