Saturday, May 25, 2019

Create a Saved Search that Filters the Results and Shows Records with Entity IDs not Matching the First Name/Last Name

On instances when a recent Mass Update conducted caused issues on contact and prospect records because the entityid no longer matches the First Name/Last Name.

Sample Record Setup:
Original Record = Aaaa Bbbb
Contact ID (entityid) = Aaaa Bbbb
Name (firstname) = Cccc Dddd
Email =

System Notes:
Date = mm/dd/20xx
Set Contact = Aaaa Bbbb
Set Email =
Change Email = Old Value:  New Value =

Same scenario may  happen to Prospects or Leads. To help identify records incorrectly updated, create a Saved Search that filters the result showing records with entityid not matching the firstname/lastname.

1. Edit the Contact Saved Search.

2. Criteria tab > Add Filters:

  • Date Created = enter preferred date
  • Formula (Numeric)
  • Saved Contact Search Pop-Up Window
  • Formula = CASE WHEN {entityid} not LIKE '%'||{firstname}||'%' THEN 1 ELSE 0 END
  • Formula Numeric = equal to
  • Value = 1

3. Results tab > Add Fields:

  • Name
  • First Name
  • Last Name
  • Add other fields

4. Save.

The search result only shows the Contacts that do not have a matching Contact ID and First Name/Last Name.

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