Using the Free text filter

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.

Activity typeFields
CustomerCustomer 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 packagesSession package status, Event type name, Booking page name, Master booking page name, Booking owner
TransactionsRefund transaction date, Payment transaction date, Transaction status, Transaction type

* Note that Custom fields are not supported. 

Using operators

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.

OR operator

Put "OR" between each item of your filter. For example, OR searches for activities containing either or, or both of them.

AND operator

Put "AND" between each filter. For example, Scheduled AND Reassigned returns activities that are both scheduled and reassigned.

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