Tuesday, February 19, 2019

Create a Saved Search that looks for Customers with specific suffixes

As an alternative solution SQL formula is needed to evaluate the last values of the Name.

Given a scenario where a user's campaign is intended for all customers who are doctors, whose record names have suffixes (i.e. MD), setup a Customer Search this way:

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Customer.

3. Under the Criteria tab Filter select Formula (Text) field. In the Saved Customer Search popup window set the following:

  • Formula : Case When {companyname} Like '%MD' then 1 End
  • Formula (Text) > Select is > Enter 1 in the field next to it

4. Click Set.

5. Click Add.

6. Click Save & Run.

This evaluates all company names regardless of the first few strings, and it just compares the last two letters. If it is equivalent to MD then it shows in the Search Results.

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