CRM Smart Filters: "Contains" only works on whole word matches
C
Clifford Paulick
Contains = "direct" works to find "direct traffic"
but
Contains = "direc" does not
I understand "direct" is not an exact "equals" match, but the word Contains is also not accurate. Let's just fix the matching to actually do what it says so it's intuitive and "direc" would match same as "direct" and "dire" and "dir" and "di" and "d"
According to Ticket# 2092063:
> When using the "Is" or "Contains" filter on the contact list, it will need to match the phrase exactly.
Meaning it ONLY matches on whole words. This just isn't right - not accurate UI text and poor UX.
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M
Michael Romrell
yes, and add the Contains filter-type on ALL fields. ex: currently I can't filter on First name contains X. It would also be useful to include regex parameters
G
Gerry Wagner
Yes this is super important.
Searching for custom fields in a smart list for finding records in a smart list is super important for clients. For example, an automotive business that has a custom field for car registration numbers which is their unique identifier, needs to find contacts in a smart list without having to type the exact match.
Example:
"ABC1786" is the custom field and when trying to filter the smart list to show contacts that contain "ABC", it doesn't work.
Kindly prioritise fixing this bug.