Actions and Attributes have several filters available for use in the People Search.
- Attribute Category - Search for People Records based on an assigned Attribute Category
- Attribute – Search for People Records with specific assigned Attributes
- Having All Attribute Categories and Having All Attributes - Similar to the above, but you are searching for what matches ALL the Categories or Attributes that you list.
- Attribute Start/End Date – Start/End Date entered in the Attribute for the People Record
- Active Attributes – Engage this toggle search for People Records with “active” Attributes
- Action Category – Search for People Records based of an assigned Action Category
- Action – Search for People Records with specific assigned Actions
- Having All Action Categories and Having All Actions – Similar to the above, but you are searching for what matches ALL the categories or actions that you list.
- Action Date – Date of the actions
- Action Source Code – Source Code of the actions
Having Any Code Filter:
This code allows you to search “in list of” across the code options in Julep. This includes Attributes and Actions, but also Keywords, Flags, Memberships, and Events. To use, type and select from autofill all desired codes. Then, Julep will search for any record that has at least of the codes you listed.
Please sign in to leave a comment.