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Searching the Organization Name within a Report

edited Jul 5, 2016 9:38PM in Reporting & Analytics for B2C Service 3 comments

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Any tips on being able to search on the Organizaitono Name within a report that acts like "contains". Currently we are using Complex Expression. Unless we use the exact first part of the name it will not find the record or the report cannot run as it has too much data to process.

Example: Customers name is J.L. Folkman, LLC but typically goes by Folkman. So when the customer calls in we try to search for Folkman without any results. We'd like to be able to type in Folkman and have it display all records that contact Folkman in the Organization Name.

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