How to use search
Goal
You know how to use the search in the Mobile Service Cloud.
Who can it help?
- End user
How to use search
On the Mobile Service Cloud dashboard you can find a search bar.
Search criteria
By default your search criteria will match on the following:
- Name of the customer
- Email addresses
- Phone number
- Subject conversation
- Content conversation
It could be that the integration between the Mobile Service Cloud and your system allows you to search for other criteria like zipcodes.
You can use several search operators to narrow down your search.
+ sign:
example: complaint + product
Displays results where both the word complaint and product are mentioned.
| sign:
example: complaint | delivery
Displays results where either complaint or delivery are mentioned.
- sign:
example: warranty - expired
Displays results where warranty is mentioned but expired is not.
* sign:
example: deliver*
Displays results where a word contains deliver, followed by any combination of letters.
" ":
example: "delivery product X"
Displays results where the words are found in the exact order as entered into the search, the combination of words in a different order will be excluded.
( ):
example: complaint + (delivery | product)
Displays results where complaint is mentioned in combination with either delivery or product are mentioned.
Results
Based on your search query the Mobile Service Cloud will show the following:
- Persons (customers)
- Conversations
- Orders
Video
Below you find a video on how you can use search in the Mobile Service Cloud.
