The Free text filter allows you to find specific activities in your Activity stream. To use the Free text filter, type in any information that appears in the details of an activity, such as the name of a Booking page owner, a Customer’s name, a Customer's email address, or an Activity ID.
In this article, you'll learn about using the Free text filter.
Activity type fields
Each activity type has specific fields included in the activity details. When you enter information into the Free text filter, it filters through the following fields per Activity type.
|Customer||Customer name, Customer email, Customer company|
|Bookings||Meeting time, Booking status, Detailed booking status, Event type name, Booking page name, Master booking page name, Booking page owner|
|Session packages||Session package status, Event type name, Booking page name, Master booking page name, Booking owner|
|Transactions||Refund transaction date, Payment transaction date, Transaction status, Transaction type|
* Note that Custom fields are not supported.
To make your Free text filter more precise, you can use specific search operators. Below is the list of search operators that you can use with the Free text filter.
" " Phrase search operator
Put multiple keywords or a phrase inside quotes " ". For example, "John Smith" filters all Activities that include exactly the full name John Smith. This is useful if you are looking for a specific company name or an Event type name.
* Suffix operator
Put an asterisk at the end of your word. For example, dan* returns all activities that have a term that starts with "dan", ignoring case.
Put "OR" between each item of your filter. For example, John@example.com OR Bob@example.com searches for activities containing either John@example.com or Bob@example.com, or both of them.
Put "AND" between each filter. For example, Scheduled AND Reassigned returns activities that are both scheduled and reassigned.