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panes-rubrics
Routine Member - Level 1

Attendee Search beyond wildcard? Organization Level? Country Responsible? for Global Companies

How to add Attendee given Partial First Name and Title showing Country Responsible for?

6 REPLIES 6
rohanpatil
Super User
Super User

Hi @panes-rubrics ,

 

The wildcard to use for attendee search is an asterix(*). I am assuming that it is possible to search for attendees for the attendee type you are using.

 

Best regards,
Rohan

 

rohanpatil_0-1692170031346.png

rohanpatil_1-1692170043343.png

 

 

Best regards / Mit freundlichen Grüssen,

Rohan Patil
SAP Concur Community enthusiast
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panes-rubrics
Routine Member - Level 1

except names, real example of Global company to get help:

However, my use case is searching contact with non-exact criterion which is a superset of wildcard.

Example:

Internal contact to find with Partial Criterion:

Name = Jon

Country = USA

Title = Accounting

Company = ?

Outlook Database

First Name

Country

Title

Company

Jon

Europe

Accounting Head

ABC

Jon

United States

Accounting Clerk

XYZ

Joan

Europe

ccounting Head

ABC

Joan

United States

Accounting Clerk

XYZ

John

United States

Head of Business

ABC

After using Title as search, I am now confident Title is wrong for John because no search result come close to First Name; above took time but how to proceed with

Name = Jon

Country = USA

Would you show me your steps?

PAIN POINTS when limited to wildcard search:

  1. Outlook search result does not show Names, Country and Title w/o more clicking/scrolling.
  2. Company Name is not useful when its name is not known ahead of time.
  3. United States cannot be found using "USA"

IMHO, in the very least, how to customize Outlook intelligence on search by country? I can only find contact using "United States"

Why not:

  1. "US"
  2. "USA"







Jon

Europe

Accounting Head

ABC









Jon

United States

Accounting Clerk

XYZ









Joan

Europe

ccounting Head

ABC









Joan

United States

Accounting Clerk

XYZ









John

United States

Head of Business of Canada

ABC









 

 

panes-rubrics
Routine Member - Level 1

Since my Manager use Team Chat to send me names, the better solution is Name Check in Teams Body field

 

My post to Microsoft Teams App as follows

After more exploration, am I correct Who bot is intended for To-Field not Body-Field? what I wish is Who bot is also intended for Body-Field.

USE CASE: To Field is not where Who bot is needed.

Manager in hurry sends subordinate partial Name and Title of stranger (but colleague) in a party; subordinate need Full Names. To Field is not where Who bot is needed.

 

@panes-rubrics SAP Concur doesn't have a connector to Outlook or Teams.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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panes-rubrics
Routine Member - Level 1

Thanks for informing but if there is no Outlook connector, I assume there must be a database because Names are suggested when searching by, say, First Name? What about Concur adding following to such database:

  • Country (responsibility rather physical location)?
  • Organization Level above certain layer?

Above would greatly enhance searchability given partial name and title above some organization level appropriate to a meeting.

 

 

KevinD
Community Manager
Community Manager

@panes-rubrics is the attendee a colleague that uses SAP Concur, a colleague not using SAP Concur, a business guest or other?


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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