Table search ran for contacts at company, regardless of company criteria. [Image] | Clay

Table search ran for contacts at company, regardless of company criteria. [Image]

I had a table run a search for contacts at a company even though the company did not match the criteria for the search to run. Image in thread

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16 comments

Brendan
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this is for the find people search. Somehow it still found people and emailed them
Brendan
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we actually had it for a couple companies I'm seeing
Clay Team
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Hey there Brendan sorry for the delay. Could you put a link to your table so that I can get a look at what's going on.
Brendan
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This is the contact table: https://app.clay.com/workspaces/22674/tables/t_eOUzwIcuBNPs/views/gv_97SCuU5bj0Vr These are the company tables: https://app.clay.com/workspaces/22674/tables/t_KLSdmfImz97I/views/gv_atSrhQUlBBjf https://app.clay.com/workspaces/22674/tables/t_3kS9gcuexG2M/views/gv_wUKWEXuCF6m6 The company tables populate with new companies and then feed into the contact table
Clay Team
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Sorry for the delay taking a look
Clay Team
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Just for clarification, you want to know why companies are getting pulled into your table when they don't match the criteria correct.
Brendan
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Correct. I set it so companies that already have deals that exist in hubspot should not have "find people" searches ran for them
Clay Team
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I see, so it looks like you ran the "Find People" search and then entered in a formula to keep out the ones you did not want. Correct.
Brendan
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Yes sir correct
Brendan
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and the issue is that it seems like it still pulled people for the companies even though those companies didn't run
Clay Team
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So what happens is once the initial "Find Person" is run, adding a formula afterwards won't change the results. If you want to create a Find Person search that excluded certain companies, you can create a new view, that does not show the companies you don't want. Than when running the "Find People" search choose the new view that does not show those companies.
Brendan
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Ah I see. Okay so to create a new view, do i just build a filter and save it? What's the process here
Brendan
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thank you for helping as well
Brendan
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LuisArturo Could I still possibly get help here? I'm a bit confused what you mean. When I build the searches, I can't put in conditional rules. How do I make it so that the search only runs for a certain view and finds people for the companies just in that view, and not the entire table?
Clay Team
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Hey there Brendan sorry for the delay, I made a loom to demonstrate how different views can be used in Find People. https://www.loom.com/share/dd18fce1c9d649dcaf044b5efade8a92
Brendan
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no worries. this is perfect thank you sir