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When you need to find or update an entity, navigate to the Locations tab. There are four ways to search for entities:
1: Filters Overview
Adjacent to the search bar is the filter button. You can create filters to return entities based on specific parameters. This allows for a quicker way to view entities with data similarities.
The filter drop-down button displays “Clear Filters” & “Manage Filters”. If you have any existing filters, they will display between the two options.
Select “Manage Filters” to open the Entity Filter modal. Existing filters are displayed under “My Filters” on the left side of the modal.
2: Filter Operators
Use the filter operators to help filter your search.
Filter Name | Description | Example Filter |
---|---|---|
|
Returns entities based off a comma separated list of multiple values |
Country IN US, CA, MX (Returns entities that are located in the US, CA, & MX) |
NOT IN |
Returns entities that are not identified in a comma separated list of multiple values |
Country NOT IN US, CA, MX (Returns entities located in all locations other than US, CA, & MX) |
CONTAINS |
Returns entities that contain the value entered |
Local phone CONTAINS 760 (Returns all entities that have 760 in the local phone field) |
DOES NOT CONTAIN |
Returns entities that do not contain the value entered |
Local phone NOT CONTAINS 760 (Returns all entities that do not have 760 in the local phone field) |
|
Returns the entities that contain the exact value entered |
City IS San Diego (Returns all entities in cities named ‘San Diego’) |
IS NOT |
Returns entities that do not contain the exact value entered |
Address 1 IS NOT 123 Main St. (Returns all entities that do not have this address 1 value) |
IS EMPTY |
Returns entities that do not have a value entered for a particular field |
Address 1 IS EMPTY (Returns all entities that do not have an address 1 value) |
IS NOT EMPTY |
Returns entities that have a value entered for a particular field |
Address 2 IS NOT EMPTY (Returns all entities that have an address 2 value) |
IS NULL |
Returns entities that have a NULL value for a particular field |
Post code IS NULL (Returns all entities that don’t have a post code value) |
IS NOT NULL |
Returns entities that have a value for a particular field |
Post code IS NOT NULL (Returns all entities that have a post code value) |
GREATER THAN |
Returns entities that are greater than the value entered |
Date created IS GREATER THAN 2020-01-01 (Returns all entities that were created after January 1, 2020) |
GREATER THAN OR EQUAL |
Returns entities that are greater than OR equal to the value entered |
Date created IS GREATER THAN OR EQUAL TO 2020-01- 01 (Returns all entities that were created on OR after January 1, 2020) |
LESS THAN |
Returns entities that are less than the value entered |
Date created IS LESS THAN 2020-01-01 (Returns all entities that were created before January 1, 2020) |
LESS THAN OR EQUAL |
Returns entities that are less than OR equal to the value entered |
Date created IS LESS THAN 2020-01-01 (Returns all entities that were created on OR before January 1, 2020) |
STARTS WITH |
Returns entities where the field starts with the entered value |
Post code STARTS WITH 92 (Returns all entities that have post codes that begin with 92) |
ENDS WITH |
Returns entities where the field ends with the entered value |
Post code ENDS WITH 92 (Returns all entities that have post codes that end with 92) |