How to broaden a search using the “OR” function 

In this article

    The Find feature allows you to perform a search by combining search criteria with the value operator “OR” between them. This way you can search for two sets of independent data and save it in one selection. This article will demonstrate how you can use the OR function to broaden your search. 

    Let’s take a look at some practical examples of how you can use the OR function. You can search for all customers who bought product A and customers who didn’t buy product B, to boost your cross-sales. Or you can search for all large customers based in Liverpool or Manchester, so you can contact them about an upcoming event in one of these cities.

    The list of search results you create can be used to perform several tasks, such as:

    1. Send a mailing and create activities
    2. Manage the information in your selection
    3. Print or export your data, or
    4. Delete the information in your selection from your database

    You can perform actions against your selection using the task menu

    As with any search you can save your search results as a dynamic or a static selection.

    Learn how to create a search using the OR function with this video and follow the steps below: