Manager Expert Mode Power Search

Activating Expert Mode:

In the Power Search screen, click the check box next to Expert Mode:

With Expert Mode activated, a new text box will appear where you will enter your Boolean strings:

Multi-phrase keywords like "Vice President" must be enclosed in quotes, while single-word terms do not.

Pair multiple keywords together with OR or AND.

Linking two keywords with OR indicates that you want the results to contain at least one of your terms.
Linking two keywords with AND requires that your search results contain every search term you use.

Here is an example string:

This will pull results for managers with either one title or the other.

You can also use OR and AND for searches containing multiple search terms.

For example:

This will pull results for managers who have that title and reside in that client.

Finally, you can group multiple keywords and search terms together with parenthesis if you are creating a particularly long string.

For example:

This will pull results for managers who have Vice President or HR Manager in their title and managers who also reside in the Microsoft client.

In this table, you'll find Boolean search terms you can use for Expert Mode searches.

Name	Search Term	Contents
Last Name	last_name	Text
First Name	first_name	Text
Middle Name	middle_name	Text
Nickname	nickname	Text
Username	username	Text
Title	title	Text
Phone(s)	phone_number_search	Text
Client Office	client_office	Text
Work Environment	environment	Text
Email	email	Text
Alternate Email	work_email	Text
Email Allowed	email_allowed	Yes / No
Score	score	Number
Client	client	Text
Location	location	Text Area
Status	contact_status_id	Text
Modify Date	modify_date	Date
Create User	create_user	Text
Create Date	create_date	Date
Modify User	modify_user	Text
City	city	Text
State	state_id	Text
Country	country	Text
Address	address	Text
Address 2	address_2	Text
Postal Code	postal_code	Text
Stock Symbol	stock_symbol	Text
Website	web_site	Text
Billing Address	bill_address	Text
Billing Address 2	bill_address_2	Text
Billing City	bill_city	Text
Billing State	bill_state_name	Text
Billing Zip	bill_zip	Text
Client Location	client_address	Text
Internal ID	client_contact_gk	Text
Legacy ID	legacy_id	Text
Client ID	client_gk	Number
Sales User	sales_user_gk	Text
Sales Account Classification	sales_acct_type	Text
Client Primary Sales User	client_primary_sales_user_gk	Text
Client Additional Sales User	client_sales_user_gk	Text
GDPR Legal Basis Set	gdpr	Yes / No
Everything	text	Text
Tag	tags	Text
Workbench Access	workbench_access	Yes / No
Territory	territory_id	Text
Folder	folder_gk,folder_name	Text
Note	note_text	Text
Note Subject	subject	Text
Attachments	filedata	Text