Search Profiles

Accessed via:  > Profiles  > Find Profiles

The Search Profiles page enables you to find profiles, using potentially very detailed searches of the profiles database for the current account. You can then edit a record you select in the results returned.

See Profile Overview for more about profiles in Certain.

Top right navigation buttons on this page:

• Add Profile – Add a new profile record

• Find Profiles – This search page.

• Import Profiles – Import profiles from Salesforce, if your account is connected to a Salesforce.com account.

Contact Filters

Use this section to build your search based on filtering any combination of profile fields.

• Columns – The data field on which to filter data. Includes:

• • Standard Profile Fields (such as First name, Last Name, Organization, etc.)

  • Custom Profile Data Fields (as set up by an Administrator on Account Settings > Registration > Profile Data)

  • Traveler Information Fields > (such as Frequent Flyer Number, Passport Number, etc.)

• Operator – Specifies how the data field contents will be evaluated to create the filter, such as "is equal to" or "is not equal to".

• Value – A string of text. For "yes" you can use the numeral 1, for "no" you can use the numeral 0.

• You can select And/Or to join multiple filter criteria using the logical AND/OR operators.

Date Filters

Use this section to apply one or two date-based filters to your search. To create a date filter:

1. Select the Interval field on which to filter.

   • Standard profile fields:

   • • Date Created

     • Date Modified

     • Date of Birth

   • Traveler Information Fields:

   • • Passport Expiration date

2. From the drop-down next to the data field, select a range of dates to apply to the data field or select Custom.

3. If you selected Custom, use the Start Date/Time and End Date/Time fields to enter a date range.

Note: Times must be in 24-hour format (HH:MM:SS) based on Certain's time, which is United States Pacific Time.