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Terms Fields Boolean Fuzzy Wildcards

Email Center Pro has two methods of searching: a quick search of all emails via the Search box at the top of screen, or an advanced search with multiple criteria. Both methods support a variety of search "queries" that allow you to enter a key word or phrase to help you locate a specific contact, email or template name from within your account.

Terms

There are two types of terms: Single Terms and Phrases.

Single Term

A term search lets you enter a word or phrase to search on. Single-word searches are the simplest but, depending on the word, may still produce a result that is too large to easily find what you're looking for.

Phrase 

A phrase is two or more words surrounded by double quotes, such as "New Account Wizard." Multiple terms can be combined together with Boolean operators to form a more complex query (see below).

Fields

You can search any field by typing the field name followed by a colon ":" and then the term you are looking for. If you don't specify a field by name, the default will search across all fields.

Email Fields

  • subject
  • from
  • to
  • cc

Template Fields

  • name

Both Email and Template

  • content

As an example, if you are looking for the phrase "sample plan" within the text of your emails or templates, use the content field:

content:"sample plans"

NOTE: When typing a field-specific search, there are no spaces between the field name, colon, and the search term.

Boolean

You can combine multiple searches using boolean operators:

  1. OR = Either term is found in the content (Example: "sample plans" OR "business plans"
  2. AND = Both search terms must exist in the content (Example: "sample plans" AND "business plans"
  3. + = The term after the + operator must be found in the content (Example: "business" + plans)
  4. NOT = The word after NOT is excluded from the results (Example: "business plans" NOT sample)

NOTE: Boolean operators must be ALL CAPS.

Fuzzy

The ~ symbol is used at the end of a term to search for similar spellings. This is called a fuzzy search.

Example: plan~ = search results might include clan and plans

Wildcards

If you are not sure of the exact spelling of a search term (such as a person's name), you can use the single or multiple-character wildcards:

? = single character

* = multiple characters

For example,:

  • te?t = search for all words that match your word with the single character replaced, such as test and text
  • test* = search for all words starting with "test," such as tests, tester, tested, testing

NOTE: You cannot use a wildcard symbol as the first character of a search.

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