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The Broadstripes search language

A quick reference guide to executing searches in Broadstripes.
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 Broadstripes Search Terms

Broadstripes search allows you to quickly find a record or group of records using a wide variety of search criteria, including names, dates, word fragments, or even blank values. This document provides a reference list of the standard search terms available to most projects. An additional reference covers feature-specific searches that are not available in all projects.

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Search Operators
OperatorMatching typeExample
=Matches whole words in any ordername = john finds people named John but not Johnson
:Matches word fragments in any ordername : john finds people named John or Johnson
==Matches word(s) exactly (but still not case sensitive)name == john finds people named john but not John
!=Finds contacts whose records do not contain the specified wordsname != john excludes people named John but not Johnson
!:Finds contacts whose records do not contain the specified word fragmentsname !: john excludes people named John or Johnson
!==Finds contacts whose records do not exactly match the specified text (not case sensitive)
>Values greater-than (numbers) or after (dates)CustomNumber > 50 finds contacts with a custom field over 50
<Values less-than (numbers) or before (dates)LastContact < "1 month ago" finds people last contacted over a month ago
Standard Searches
BasicFinds...Details
carsonpeople or orgs with the whole word “carson” in any text field (including all contact details, notes, timeline items, and custom text fields)
john*people or orgs with the word fragment “john” in any text field, e.g. “John”, “Johnson”, or “Johnstown”. Note: This search uses the asterisk as a "wildcard" character. The asterisk wildcard does not yet work in the keyword searches below.
GeneralFinds...Details
name = parkerpeople and orgs with the word "parker" anywhere in their name
first = marypeople with the word "mary" anywhere in their first namefirst will respond to the following magic values: any, none
middle : M.people with a middle name of "M." middle will respond to the following magic values: any, none
last = McFlypeople with the word "McFly" anywhere in their last namelast will respond to the following magic values: any, none
id = ABC-123people or orgs with the Broadstripes ID “ABC-123”. Note: must be full ID (exact match).
code <= 2people and orgs with a code lower than 3 (i.e. 1 or 2). Note: If the project has a code 0 (not recommended), people with that code will be found by this search, too.code will respond to the following magic values: any, none
created < 2/14/2020people who were created before February 14, 2020
notes = "basketball fan"people and orgs with the word “basketball fan” anywhere in their Notes fieldnotes will work with the following magic values: any, none
notes != referralpeople and orgs with no notes fields containing the word “referral”notes will work with the following magic values: any, none
list = "Q1 Targets"people and orgs in the “Q1 Targets” listlist will work with the following magic values: any, none
attachment = cardpeople and orgs with an attached file that has “card” in its nameattachment will work with the following magic values: any, none
attachment = anypeople and orgs with any attached filesattachment will work with the following magic values: any, none
type = personall people in the project. Note: to find orgs, use the search “type = org”type will work with the following magic values: all, person, org, user
age > 20people who have a birth date more than 20 years ago
unionmember = nopeople who have not been recorded as a union memberunionmember will respond to the following magic values: yes, no
usergroup = "NYC Organizers"people who are part of the Broadstripes user group name "NYC Organizers"usergroup will respond to the following magic values: any, none
import = 52people who were created or updated by a data import with ID# 52import will respond to the following magic values:any, none
createdby = "Jane Organizer"people created by a user named "Jane Organizer"createdby will respond to following magic values: me, any, none
updatedby = "Dennis"people whose last update was made by a user named Dennisupdatedby will respond to following magic values: me, !=me, any, none
Contact InfoFinds...Details
street = "Pennsylvania Ave"people and orgs with an address containing “Pennsylvania” and “Ave” in the Street or Street Type fields Note: Addresses with the word “Avenue” spelled out would not match
city = Washingtonpeople and orgs with an address with the word “Washington” in the City field
state = DCpeople and orgs with an address with “DC” in the State field
zip = 20500people and orgs with an address with “20500” in the Zip Code field
email = gmail.compeople and orgs with an email address which contains the text “gmail.com”email will also respond to following magic values: any, none, duplicate, repeated, error, home, other, personal, business
phone : 202people and orgs with a phone number that contains the numbers “202”. Note: The “:” operator finds word or number fragments and is best for searching phone numbers.phone will also respond to following magic values: any, none, good, bad, duplicate, repeated, error, home, other, personal, business
cellphone = repeatedpeople and orgs that have a phone number that is also listed for another contactcellphone will respond to the following magic values: any, none, good, bad, duplicate, repeated, error, home, other, personal, business

Note: cell may be used instead of cellphone.
address = mappedpeople and orgs with an address that Broadstripes was able to geo-locateaddress will also respond to following magic values: review, repeated, bad, good, any, none, multiple
Contact TimelineFinds...Details
timeline = "willing to meet"people and orgs with the phrase “willing to meet” in any of their timeline notestimeline will also respond to the following magic values: any, none
timelinedate >= "5 months ago"people and orgs with at least one timeline entry that was made in the last five months
timelinetype = "Email Campaign"people and orgs with an “Email Campaign” timeline entry"timelinetype" will also respond to following magic values:
any, none, "group meeting", "one-on-one", "phone call", "email", "house visit", "note", "code change", "event change"
contactedby = Kylepeople and orgs with a timeline entry with “Kyle” in the Contacted By fieldcontactedby will respond to the following magic values: any, none
timelineauthor = "George Lee"people and orgs with a timeline entry that was created by “George Lee”timelineauthor will respond to the following magic values: any, none
contact = 1/10/2016people and orgs with a timeline entry dated “1/10/2016” with Direct Contact box checked
lastcontact < "1 year ago"people and orgs which have not had a timeline entry with “Direct Contact” box checked in the past year
Employment & Dept StructureFinds...Details
employer = nonepeople who have no employmentsemployer will respond to the following magic values: unspecified, any
employer = unspecifiedpeople who have an employment, but with no employer specifiedemployer will respond to the following magic values: unspecified, any, none
employer == "Big Shop : Main Floor"people who are employed on the “Main Floor” of “Big Shop” (must match exactly)employer will respond to the following magic values: unspecified, any, none
primary = "Big Shop"people whose "primary” employment is at “Big Shop” (only useful in projects where workers have multiple employments)primary will respond to the following magic values: any, none, set, notset
dept = Housekeepingpeople who work in (but not below) a department named “Housekeeping” (in any shop!)dept will also respond to the following magic values: unspecified, any, none
indirect = "Big Shop"people who work at “Big Shop,” but not at the top level of the structureindirect will also respond to the following magic values: any, none
terminated = "Big Shop"people who were terminated from “Big Shop”terminated will respond to the following magic values: unspecified, any, none
terminationdate > 10/16/2016people who were terminated after 10/16/2016terminationdate will respond to the following magic values: any, none
childrenof = "Big Shop"orgs anywhere in the shop structure under “Big Shop”childrenof will respond to the following magic values: any, none
employees > 200orgs with 201 or more employees (both direct and indirect)employees will respond to the following magic values: any, none
group = "Noon Lunch Break"people who are part of the social group “Noon Lunch Break”group will respond to the following magic values: any, none
employment = multiplepeople who have more than one employeremployment will respond to the following magic values: none, any, multiple, single
isprimary = yespeople who have a primary employerisprimary will respond to the following magic values: yes, no
*usually used with an employer search ie isprimary = yes AND employer = "Higbees" will return people whose primary employment is at Higbees
LeadershipFinds...Details
turf = "Nell Brown"people who are employed at any shop or department (including children of these orgs) in the turf assigned to organizer “Nell Brown”turf will respond to the following magic values: any, none, me
leader = Nellpeople and orgs directly led by an organizer named “Nell” but not by an organizer she supervisesleader will respond to the following magic values: any, none
tree = Billpeople and orgs led by an organizer; in addition, this search will find any people led by those people, and people led by those people, and so on.The technical term for this kind of search is "recursive," as it follows the tree of person-to-person leadership to the end.

The tree search does not find people who work at organizations led by the organizer. For that, use the turf keyword.
role = committeepeople who have the leader role “committee”role will respond to the following magic values: any, none, leadership
leadersrole = committeepeople and orgs directly organized by someone assigned the “committee” leader roleleadersrole will respond to the following magic values: any, none
leads = thompsonpeople who lead a person or org with the word “thompson” in their nameleads will respond to the following magic values: any, none
leads = anypeople who lead any person or org. Note: contacts can be leaders without assigned roles.leads will also respond to the following magic values: any, none
leadsin = "Big Shop"people who lead any person or org within “Big Shop” and its child orgsleadsin will respond to the following magic values: any, none
formerleader = Mariapeople who were formerly led by an organizer named "Maria"formerleader will respond to the following magic values: any, none
Project-Specific & Custom Data Searches
RelationshipsFinds...Details
If the Broadstripes “relationship” function is enabled for your project, there will be one or more special “relationship types” defined, such as “Friend of …” or “Has influence with…” Each of these relationship types becomes a new search keyword, as you can see below.
relatedperson = "Al Perez"people and orgs which have a relationship with “Al Perez”relatedperson will respond to the following magic values: any, none
relatedorg = "Big Shop"people and orgs which have a relationship with the org “Big Shop”relatedorg will respond to the following magic values: any, none
spouseorpartnerof = anypeople who have a spouse or partner who is also in Broadstripesspouseorpartnerof will also respond to the following magic values: any, none
friendof = "Herb Edelman"people who are friends of "Herb Edelman"friendof will respond to the following magic values: any, none
membersinclude = "Jane Lee"orgs where “Jane Lee” is a membermembersinclude will respond to the following magic values: any, none
Custom FieldsFinds...Details
How to search a custom field will depend on the data type of the field (e.g. checkbox or text). The examples below use the fictional fields Custom Text and Custom Checkbox.
customtext = anypeople and orgs which have any value in the field “CustomText”
customcheckbox = nopeople and orgs which have the checkbox “Custom Checkbox” unchecked
External SystemsFinds...
External system fields are searchable, similar to custom fields.
legacyid <= 25000people or orgs with a LegacyID less than or equal to 25000
legacyid = nonepeople or orgs which have no LegacyID code entered
EventsFinds...Details
The examples below show how to search an event named “Card” that has two steps: “Signed” and “On File”.
card = signedpeople who have a check in the “Signed” step of the “Card” event
card = anypeople who have a check in either step of the “Card” event
cardsigned = Joellepeople who had the “Signed” step of the “Card” event checked by a user named “Joelle”
cardsigned > "24 hours ago"people who had the “Signed” step of the “Card” event checked in the past 24 hours
Feature-Specific Searches
Call CenterFinds...Details
The examples below show how to search for data acquired through use of the Call center. Searches can be conducted using custom call outcomes, pools, dates and callers as values.
callpool = “Monday Grand Hotel”people who are a part of the call pool called Monday Grand Hotelcallpool will respond to the following magic values: any, none
caller = Justinpeople who have been called by a user named Justincaller will respond to the following magic values: any, none
calloutcome = “reached”people who have had a call with the script-defined outcome "Reached"In addition to any custom outcomes defined by the scripts in your project, calloutcome will work with the following magic values: any, none, and interrupted
firstcall = "no answer/voicemail"people who were called but did not answer the call
lastcall = “reached”people who were reached when last called
called < 05/10/22people who were called before May 10, 2022called will respond to the following magic values: any, none
TextingFinds...Details
Sms messages are also searchable. Searches can be conducted using message status, date, and text from the content of the message.
sms = deliveredpeople who have successfully received a text message from a usersms will respond to the following magic values: incoming, outgoing, processing, error, provider, sent, delivered, undeliverable, failed, any, none
sms = “Howdy”people who had a text conversation containing the word Howdysms incoming, outgoing, processing, error, provider, sent, delivered, undeliverable, failed, any, none
smsdate = 07/01/22people who received a text message on July 1, 2022
sms = outgoingpeople who were sent a text message
Bulk EmailFinds...Details
Each bulk email is assigned an id number. Below you will see examples of how to search for sent, opened, clicked, unsubscribed and failed emails using this unique id number.
emailsent = 6 people who were sent an email message using email message/template #6
emailopened = any people who opened any email message
emailclicked = 3 people who clicked a link in email message #3
emailunsubscribed = 7people who unsubscribed from receiving email messages after receiving email #7
emailfailed = 3 people who were sent email message #3 but the message failed
Communications PermissionsFinds...Details
Contact opt-in/opt-out status are searchable in relation to date and reason.
emailopt = outpeople who are opted out of email contactemailopt works with the following magic values: out, in, unspecified
emailopt > 2/15/19people who chose to opt in or out of email communications after February 15, 2019.emailopt works with the following magic values: out, in, unspecified
emailopt = unspecifiedpeople who have unspecified email contact permissionsemailopt works with the following magic values: out, in, unspecified
emailoptinreason = verbalpeople who have verbally requested to receive email communicationsemailoptinreason works with the following magic values:paper_form, online_form, email, text, verbal, bu, external_system
emailoptinreason = bupeople who are opted-in to email communications because they are a bargaining unit memberemailoptinreason works with the following magic values:paper_form, online_form, email, text, verbal, bu, external_system
textopt = inpeople opted to receive text messagestextopt also responds to the following magic values: out, in, unspecified
textopt < 03/01/21people who opted in or out of text message communications before March 01, 2021textopt also responds to the following magic values: out, in, unspecified
textoptinreason = verbalpeople who have verbally requested to receive text communicationstextoptinreason responds to the following magic values: paper_form, online_form, email, text, verbal, bu, external_system
textoptoutreason = verbalpeople who have verbally requested to not receive text communicationstextoptoutreason will respond to following magic values: paper_form, online_form, email, text, verbal, external_system
Contact Info ModificationFinds...Details
The search examples below show how to return contacts whose contact information have been changed according to date.
cellmod > “40 days ago”people whose cell number was modified within the past days
phoneoremailmod < 10/22/22people who changed phone or email info before October 22, 2022
addressmod = yesterdaypeople whose addresses were changed the previous day
badaddressmod = 2/14/17people who have been modified with a bad address on said date
Map ShapesFinds...
shape = "Ward 1"people whose primary address lies within the shape named "Ward 1"In addition to the names of any custom shapes in your project, the shape keyword will work with the any and none magic values.
shapegroup = “Wards”people whose primary address lies within a shape group with "Wards" in its name
wards = “Ward 1”people whose primary address lies within the "Ward 1" shape of the "Wards" custom shape groupIn addition to the names of any custom shapes in your project, the shape keyword will work with the any and none magic values.