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Customer Forum

How to search by country in Workbooks

External Posted: 2012-07-23 10:29

 Hello

I would like to know, if it is possible (and how to) to search by country in workbooks, so that if I type in for instance "Sweden" in the search field I can chose "country" in the "within" drop down box.

Thank you!

Workbooks Support Posted: Wed, 01.08.2012 - 09:41

Hi Anna

The standard country field isn't one that is searched when using Workbooks search functionality. However, you could easily go the Landing Page for the record type you're looking for (eg, People, Organisations or Leads) and apply a filter to show only those with the country of Sweden. Once you've applied a filter you can save it with a name so that in future you can just open that view. More information about filtering is available here.

I hope that helps.