You can find pretty much anything in TPO, and in most cases it is easy to do so. To determine exactly what you are looking for- firstly,. Click the 'Find' button
, where possible. This will enable you to enter your search criteria. If one record matches your search it will be shown, if two or more records match your search, a list will be shown.
Within the relevant field you wish to search, there are special characters available that will filter your search results by the characters you have specified. There are various special characters you can utilise when searching, the “=” symbol signifies that your search result will contain an exact match of the words/phrase you specified for e.g. a search in the last name field for “Smith” finds Smith, Smith Head, Smith House, however it will exclude such names like Smithson, Smithy.
Perhaps you wish to identify a period after the date specified in the search field. By inserting a “>” (greater-than sign) TPO will search for everything after the date you entered. This could be specifically handy when reflecting on how many people spent more than £100 after the New Year’s (to check how effective pre-Christmas promotions were.)
On the contrary, you can do the opposite operation and search for everything before the date you entered. Similarly, by using the “<”(less-than sign) you can search and identify how many customers have spent less than £80. This will give you the opportunity to categories and market low value promotions to those who have spent less.
In addition, TPO allows you to search for a range; so if perhaps you were analysing your database and want to calculate how many jobs you have recorded since the start of the year. This can be figured out by inserting ellipses, for e.g. “1/01/2012…31/12/2012”
Equals (=): The equals sign, on it's own, allows you to search for contacts that have certain fields left blank!
This symbol will not work in these searchable related tables.
Greater-than (>): If you put this symbol before a date, TPO will search for everything after the date you entered
Less-than (<): If you put this symbol before a date, TPO will search for everything before the date you entered
a...zzz (range): This allows you to search for words that begin with anything from "a" to "zzzz" (all words!)
You can also do sophisticated searching in TPO, e.g. Find people in this group but exclude people in that subset. For example, find everyone who's been in in the past 12 months, placed an order for a minimum of £25 (to filter out the freebie seekers) and exclude those that purchased a wall portrait. From the resultant set you can then run a promotion offering a discounted wall portrait from their previous session in time for Christmas.
To omit a record means to exclude it.
To search the database for multiple search criteria.
Sophisticated searching in TPO is a bit more involved and it's useful to learn some of the terms used. Click a term below to see an example.
Note: Within the different modules, you will notice the search fields differ for e.g. you might be searching for an address in the contacts module, but searching for what time a job was booking into the database- the functionality of the search tool still remains the same!