I'm a member of Brad Martineau's Infuse My Business program. Whatever it's called. Anyway, Brad's the man and knows more about infusionsoft than most of the people at infusionsoft (he use to work there). In the last "Jam Session" he had some great tips on searching in Infusionsoft. Search is a real weekspot for infusionsoft and I don't know why they don't fix it. But these tips really helped make searching easier.
- ctrl-q is a shortcut key combination to move your cursor to the search box in the upper right hand corner.
- ctrl-downarrow moves thru the list of search types that you see when you click the magnifying glass
- you can type something like "da mi" and it will pull up any person whose first name begins with "da" and last name begins with "mi", like me, David Mineer, for example. infusionsoft assumes the first group of letters is what the first name starts with, and the second group is what the last name starts with. I seriously had been cutting and pasting in the whole name every time. No more
- If you type something in the search box that includes a "@" it will assume you want to search for an email address and work accordingly
- You can use "*" as a wildcard character. I still am not sure of all the ways this works but I mostly use it to replace the first name so I can search just for a lastname, or portion of a lastname i.e. "* mineer"
- This is a big one that we had struggled with and somebody at infusionsoft told me once and I forgot then couldn't find another person that seemed to know. But using the "Find" under the people tab, where you have all the fields you can fill out, you can use an underscore "_" in combination with "Contains" or the reverse "Does Not Contain" to search for all records that either have a value or don't have a value. So if you want everyone who doesn't have an email you put the "_" in the email field and choose contains in the dropdown and you get that list.
- This doesn't have to do with searching but when you are in a date field if you press "i" you get a list of date shortcut keys. Some don't make any sense, but they are there. Don't know why + doesn't increment one day and - go back one day. Whatever.