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Basic Search for Data Update Verification | Glue Up Helpdesk
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background-position: center center; margin: 0 2% 0 0; float: left; } .browse-more-link { position: relative; display: block; height: 130px; padding: 195px 11% 25px; color: #5b5d5d; font-weight: 300; border: 1px solid #ebebed; border-radius: 4px; text-decoration:none; } .browse-more li .browse-more-link:hover { box-shadow: 0 0 20px 0 rgba(0,0,0,.2); } .browse-more li .browse-more-multiple { position: relative; display: block; width: 78%; padding: 170px 11% 13px; color: #5b5d5d; font-weight: 300; border: 1px solid #ebebed; border-radius: 4px; } .browse-more li .browse-more-multiple .browse-more-link .multiple-picture { position: absolute; width: 70px; height: 70px; border-radius: 21px; top: -10px; left: 50%; transform: translate(-50%,0); background-color: #fff; } .browse-more-title { font-weight: 600; color: #004b90; padding-bottom: 1em!important; line-height: 1.3; font-size: 1.15em; display:inline-block;} .d-block span.wpcf7-list-item { display: block!important; } .credits li img{ width:auto; height:6em; margin-left:-0.8em; } .header-center .live-search { margin: 0 auto; border-radius: 20px; background: #ffffff; -webkit-box-shadow: 0px 0px 20px 0px rgba(234,234,234,1); -moz-box-shadow: 0px 0px 20px 0px rgba(234,234,234,1); box-shadow: 0px 0px 20px 0px rgba(234,234,234,1); margin: 1% 0 1% 0; margin-right: 1%; right: 0; width:100%; float: left; } .browse-more-subtitle {font-size: 1.25em; line-height: 1.4;} .navbar, .dropdown-menu { transition-duration: .4s; /*background-color: rgba(255,255,255,.972549);*/ /*box-shadow: rgba(0,0,0,.117647) 0 0 4px 0, rgba(0,0,0,.239216) 0 4px 4px 0;*/ background-color: transparent!important; box-shadow: none!important; width: 100%; left: 0; margin-left: 0; position: absolute!important; } .toc { max-width: 100%;} @media screen and (min-width: 1300px) { .toc { max-width: 25%;} } @media screen and (max-width: 800px){ .kb-category { padding: 0 3em 3em 3em;} .knowledge-base-row {margin: 0px;} } p { margin: 0 0 10px; /* width: 90%; */ 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select { display: block; width: 100%; height: 42px; padding: 10px 15px; font-size: 14px; border-radius: 8px; line-height: 1.42857143; color: #555; background-color: #f9f9f9; background-image: none; border: 1px solid #eaeaea;} .submissionform tr input[type="date"]{ display: block; width: 40%; height: 42px; padding: 10px 15px; font-size: 14px; border-radius: 8px; line-height: 1.42857143; color: #555; background-color: #f9f9f9; background-image: none; border: 1px solid #eaeaea;} .submissionform tr textarea {height:100px;} .submissionform input[type="submit"] { -webkit-appearance: button; cursor: pointer; padding: 1em; width: 100%; border: 0px; border-radius: 8px; color: #fff; background: #00b832;} div.wpcf7-response-output {border:0px!important;} div.wpcf7-validation-errors, div.wpcf7-acceptance-missing { color: #fff; background: #f78100; border-radius: 8px; padding: 1em!important; max-width:50%; margin:0 auto!important; } .home .main { /*width:100%;*/ padding-top:1em;} .footer-cta h3 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float: right;"><ul class="language-chooser language-chooser-dropdown qtranxs_language_chooser" id="qtranslate-chooser"><li class="lang-en active"><a href="https://help.glueup.com/en/new-feature/basic-search-for-data-update-tab/" hreflang="en" title="English (en)"><span>English</span></a></li><li class="lang-zh"><a href="https://help.glueup.com/zh/new-feature/basic-search-for-data-update-tab/" hreflang="zh" title="中文 (zh)"><span>中文</span></a></li><li class="lang-ru"><a href="https://help.glueup.com/ru/new-feature/basic-search-for-data-update-tab/" hreflang="ru" title="Русский (ru)"><span>Русский</span></a></li><li class="lang-es"><a href="https://help.glueup.com/es/new-feature/basic-search-for-data-update-tab/" hreflang="es" title="Español (es)"><span>Español</span></a></li><li class="lang-pb"><a href="https://help.glueup.com/pb/new-feature/basic-search-for-data-update-tab/" hreflang="pb" title="Português do Brasil (pb)"><span>Português do Brasil</span></a></li> <script type="litespeed/javascript">var lc=document.getElementById('qtranslate-chooser');var s=document.createElement('select');s.id='qtranxs_select_qtranslate-chooser';lc.parentNode.insertBefore(s,lc);var sb=document.getElementById('qtranxs_select_qtranslate-chooser');var o=document.createElement('option');var l=document.createTextNode('English');o.selected='selected';o.value='https://help.glueup.com/en/new-feature/basic-search-for-data-update-tab/';o.appendChild(l);sb.appendChild(o);var sb=document.getElementById('qtranxs_select_qtranslate-chooser');var o=document.createElement('option');var l=document.createTextNode('中文');o.value='https://help.glueup.com/zh/new-feature/basic-search-for-data-update-tab/';o.appendChild(l);sb.appendChild(o);var sb=document.getElementById('qtranxs_select_qtranslate-chooser');var o=document.createElement('option');var l=document.createTextNode('Русский');o.value='https://help.glueup.com/ru/new-feature/basic-search-for-data-update-tab/';o.appendChild(l);sb.appendChild(o);var sb=document.getElementById('qtranxs_select_qtranslate-chooser');var o=document.createElement('option');var l=document.createTextNode('Español');o.value='https://help.glueup.com/es/new-feature/basic-search-for-data-update-tab/';o.appendChild(l);sb.appendChild(o);var sb=document.getElementById('qtranxs_select_qtranslate-chooser');var o=document.createElement('option');var l=document.createTextNode('Português do Brasil');o.value='https://help.glueup.com/pb/new-feature/basic-search-for-data-update-tab/';o.appendChild(l);sb.appendChild(o);s.onchange=function(){document.location.href=this.value} lc.style.display='none'</script> </ul><div class="qtranxs_widget_end"></div></div></nav> <button type="button" class="navbar-toggle" data-recalc="false" data-toggle="offcanvas" data-target="#offcanvas" data-canvas="body"> <span class="sr-only">Toggle navigation</span> <span class="icon-bar"></span> <span class="icon-bar"></span> <span class="icon-bar"></span> </button></div></header><div class="branding"><div class="before-main-wrapper fluid"><div class="header-wrapper"" data-vide-options="posterType: none"><div class="container header-center"><div class="header-titles"><h1>Basic Search for Data Update Verification</h1></div ></div ><div class="container header-center"><div class="header-sidebar"><div><style type="text/css" media="screen">#is-ajax-search-result-17323 .is-highlight { background-color: #ffe02a !important;} #is-ajax-search-result-17323 .meta .is-highlight { background-color: transparent !important;}</style><form data-min-no-for-search=1 data-result-box-max-height=400 data-form-id=17323 class="is-search-form is-form-style is-form-style-2 is-form-id-17323 is-ajax-search" action="https://help.glueup.com/" method="get" role="search" ><label for="is-search-input-17323"><span class="is-screen-reader-text">Search for:</span><input type="search" id="is-search-input-17323" name="s" value="" class="is-search-input" placeholder="Search..." autocomplete=off /><span class="is-loader-image" style="display: none;background-image:url(https://help.glueup.com/wp-content/plugins/add-search-to-menu/public/images/spinner.gif);" ></span></label></form></div></div ></div ></div ></header ></div ></div ><div class="eventbank_main fluid container"><div class="container wrap main-section" id="wrap-main-section"><div id="content" class="content"><div class="row bg"><main class="main col-sm-12" role="main"><article class="post-23178 post type-post status-publish format-standard hentry category-new-feature category-crm tag-contatos tag-crm tag-atualizacao-de-dados tag-contact-management tag-contacts"><div class="entry-content"><div class="nolwrap"><p><span style="font-size: 18pt;"><strong><span style="color: #3366ff;">Introduction</span></strong></span><br /> The Data Update verification section is a powerful tool within your CRM that allows you to manage and update your contacts and companies efficiently. We’ve implemented a user-friendly search function to simplify the process of finding specific records. This article will guide you through the basic search functionality for the Data Update Tab and provide the necessary steps to make your search process more efficient.</p><p><a href="https://help.glueup.com/wp-content/uploads/2023/11/Search-tab.gif"><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxODQ4IiBoZWlnaHQ9Ijg3NiIgdmlld0JveD0iMCAwIDE4NDggODc2Ij48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==" fetchpriority="high" decoding="async" class="aligncenter size-full wp-image-23181" data-src="https://help.glueup.com/wp-content/uploads/2023/11/Search-tab.gif" alt="" width="1848" height="876" /></a></p><p><span style="color: #3366ff;"><strong><span style="font-size: 14pt;">How to Use the Search Function</span></strong></span><br /> To use the search function in the Data Update Tab, follow these simple steps:</p><ul style="list-style-type: square;"><li><strong>Access the Data Update Tab:</strong> Log in to your system and navigate to the Data Update Verification Section. This is typically found within the Contacts module.</li><li><strong>Locate the Search Bar:</strong> Once you’re in the Data Update Tab, you’ll find a search bar within the page.</li><li><strong>Enter Your Search Query:</strong> In the search bar, enter the search query related to the contact or company you’re looking for. You can input information based on the search logic described above.</li><li><strong>Initiate the Search:</strong> Press the “Search” button to initiate the search. The system will quickly filter and display the relevant records that match your search criteria.</li><li><strong>Review and Update:</strong> Once you’ve identified the desired record, you can click on it to access and update the information as needed.</li></ul><p><span style="color: #3366ff;"><strong><span style="font-size: 14pt;">Search Logic for Contacts</span></strong></span><br /> When searching for contacts, the system uses a predefined set of fields to find relevant records. The following fields are included in the search logic for contacts:</p><ul style="list-style-type: square;"><li><strong>First Name:</strong> You can search for contacts by their first name, making it easy to find individuals by their given names.</li><li><strong>Last Name:</strong> Search by the last name of your contacts, allowing you to locate specific individuals more accurately.</li><li><strong>Emai</strong>l<strong>:</strong> If you have the email address of a contact, you can enter it in the search bar to find the corresponding record.</li><li><strong>Company:</strong> This field allows you to search for contacts associated with a particular company or organization.</li><li><strong>Phone:</strong> If you have the phone number of a contact, you can use it to locate their record.</li></ul><p><span style="color: #3366ff;"><strong><span style="font-size: 14pt;">Search Logic for Companies</span></strong></span><br /> The search logic for campaigns focuses on finding relevant records based on the following fields:</p><ul style="list-style-type: square;"><li><strong>Company Name:</strong> This field enables you to search for campaigns associated with a specific company or organization.</li><li><strong>Phone:</strong> You can search for campaigns by the associated phone number, allowing you to quickly identify and update relevant records.</li></ul></div><div class="clearfix"></div></div><footer class="entry-footer"><div class="row row-meta"><span class="col-md-2 date"><i class="kp-calendar3"></i> <a href="https://help.glueup.com/new-feature/basic-search-for-data-update-tab/" title="Permalink to Basic Search for Data Update Verification" rel="bookmark"><time class="entry-date" datetime="2023-11-02T16:58:12+00:00">Thursday November 2nd, 2023</time></a></span><span class="col-md-2 tags-links"><i class="kp-price-tags2"></i> <a href="https://help.glueup.com/tag/contatos/" rel="tag">Contatos</a>, <a href="https://help.glueup.com/tag/crm/" rel="tag">CRM</a>, <a href="https://help.glueup.com/tag/atualizacao-de-dados/" rel="tag">Atualização de dados</a>, <a href="https://help.glueup.com/tag/contact-management/" rel="tag">Contacts Management</a>, <a href="https://help.glueup.com/tag/contacts/" rel="tag">Contacts</a></span><span class="col-md-2 categories-links"><i class="kp-folder-open3"></i> <a href="https://help.glueup.com/category/new-feature/" rel="category tag">New Features</a>, <a href="https://help.glueup.com/category/crm/" rel="category tag">Contacts</a></span><span class="col-md-2 author vcard"><i class="kp-user2"></i> <a class="url fn n" href="https://help.glueup.com/author/valerie/" title="View all posts by Valerie Odera" rel="author">Valerie Odera</a></span></div></footer><div id="related" class="clearfix"><h3>Related Articles</h3><ul class="clearfix"><li class="list-post pa-post-format"><i class="kp-w kp-file-text2"></i> <a href="https://help.glueup.com/crm/opportunities-views/">Opportunities Views</a></li><li class="list-post pa-post-format"><i class="kp-w kp-file-text2"></i> <a href="https://help.glueup.com/crm/opportunities-2-0/">Opportunities 2.0</a></li><li class="list-post pa-post-format"><i class="kp-w kp-file-text2"></i> <a href="https://help.glueup.com/new-feature/removing-profile-photos/">Removing Profile Photos</a></li><li class="list-post pa-post-format"><i class="kp-w kp-file-text2"></i> <a href="https://help.glueup.com/new-feature/invoice-and-payment-section-enhancements/">Invoice and payment section enhancements</a></li><li class="list-post pa-post-format"><i class="kp-w kp-file-text2"></i> <a href="https://help.glueup.com/new-feature/bulk-membership-approval/">Bulk membership approval</a></li><li class="list-post pa-post-format"><i class="kp-w kp-file-text2"></i> <a href="https://help.glueup.com/new-feature/my-glue-pinned-post/">My Glue Pinned post</a></li></ul></div></article></main><div class="clearfix"></div></div></div></div></div><div class="footer-cta"><div class="container"> <? echo 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