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3.2.1 Searching and filtering the bowler list

Searching and filtering the bowler list

3.2.1   manage

 

As a pro shop's client base grows, the ability to find the right bowler profile quickly becomes increasingly important. Spectre Cloud's bowler list includes search and filter tools that let you locate any profile in seconds — whether you are looking for a specific bowler by name, filtering by grip type for a bulk update, or reviewing recently active clients before a busy session. This page covers how search and filtering work on both desktop and mobile.

🔍 Searching for a Bowler by Name

The quickest way to find a specific bowler is to search by name. The search field is available at the top of the bowler list on both desktop and mobile.

🖥️ Desktop

  1. Click BOWLERS in the top navigation menu to open the bowler list.
  2. Click the search field at the top of the list. ⚠️ Verify with your Spectre team: confirm the exact position and label of the search field in the current desktop bowler list UI.
  3. Begin typing the bowler's name. The list filters in real time as you type — you do not need to press Enter or click a search button.
  4. Click the bowler's name in the filtered list to open their profile.

📱 Mobile

  1. Tap the avatar icon in the top navigation to open the bowler list.
  2. Tap the search field at the top of the list.
  3. Begin typing the bowler's name. The list filters in real time.
  4. Tap the bowler's name to open their profile.

Tip: You do not need to type the bowler's full name — even two or three characters will narrow the list significantly in a large bowler base. If your shop uses Last, First name format, typing the last name produces the most targeted results.

📋 How the Search Works

Spectre Cloud's bowler search matches against the bowler's name as stored in the profile. A few practical points to keep in mind:

  • ✅ Search is case-insensitive — typing smith will find Smith, SMITH, and smith.
  • ✅ Search matches from the beginning of any word in the name — typing jo will find John Smith, Jo Williams, and Smith, John. ⚠️ Verify with your Spectre team: confirm whether search matches from the start of any word, the start of the full name only, or anywhere within the name string.
  • ✅ Partial matches are supported — you do not need to type a complete first or last name.
  • ❌ Search does not currently extend to contact information fields such as email or phone number — use name search only. ⚠️ Verify with your Spectre team: confirm whether search is limited to name only or whether other profile fields are also searchable.

🔽 Filtering the Bowler List

In addition to name search, the bowler list can be filtered by one or more profile attributes. Filters are useful when you need to work with a specific subset of your bowler base rather than find a single individual.

Filter Options Use Case
Dominant hand Right, Left Review all left-handed bowlers; check pitch conventions before a batch of LH fittings
Grip type Fingertip, Conventional, Semi-Fingertip Filter conventional grip bowlers when reviewing bridge or insert settings
Recent activity Last 7 days, 30 days, 90 days (verify) Identify recently active clients before a busy tournament period or league season
Alphabetical A–Z, Z–A Default sort for large bowler lists; useful when browsing rather than searching

Note: ⚠️ Verify with your Spectre team: confirm the complete set of available filter and sort options in the current bowler list UI, and update this table to reflect the actual options accurately before publishing.

🛠️ Applying a Filter

🖥️ Desktop

  1. Open the bowler list via BOWLERS in the top navigation.
  2. Locate the filter controls — typically a dropdown or filter panel near the top of the list. ⚠️ Verify with your Spectre team: confirm the exact location and form of the filter controls in the current desktop UI.
  3. Select the desired filter option. The list updates immediately to show only matching profiles.
  4. To combine search with a filter, enter a name in the search field while a filter is active — the results will match both criteria simultaneously.
  5. To clear a filter, deselect the option or click a Clear Filters button if present. ⚠️ Verify with your Spectre team: confirm how filters are cleared in the desktop UI.

📱 Mobile

  1. Open the bowler list via the avatar icon.
  2. Locate the filter control — typically a filter icon or dropdown near the top of the list. ⚠️ Verify with your Spectre team: confirm the exact appearance and location of filter controls in the mobile UI.
  3. Select the desired filter. The list updates in real time.
  4. To clear the filter, tap the filter control again and deselect the active option.

📊 Search and Filter Together

Search and filter can be used simultaneously for precise list narrowing. For example, filtering by Left hand and searching for "Williams" will show only left-handed bowlers with "Williams" in their name. This combination is useful in large shops where common names might return many results without an additional filter.

  • ✅ Apply a filter first to narrow the list by attribute, then search within the filtered results.
  • ✅ Alternatively, search first and apply a filter to the results if the name search alone returns too many matches.
  • ✅ Both search and filter clear independently — clearing the search field restores the full filtered list; clearing the filter restores the full search results.

📌 Bowler Not Found — What to Check

If a search returns no results for a bowler you believe exists in the system, work through the following checks before creating a duplicate profile:

  1. Check the spelling — try the first few letters of the last name only, or the first name only, in case the profile was saved under a different spelling or format.
  2. Check name format — if your shop uses Last, First format for some profiles and First Last for others, try both variations.
  3. Clear any active filters — a filter may be hiding the profile from the current view. Clear all filters and search again.
  4. Try a nickname or preferred name — if the bowler is known by a name different from their legal name, search for the version most likely to have been entered.
  5. Check for inactive or archived profiles — if Spectre Cloud supports archiving bowler profiles, the record may be hidden from the default list view. ⚠️ Verify with your Spectre team: confirm whether Spectre Cloud supports archiving or hiding bowler profiles, and whether archived profiles are excluded from default search results.

Note: If the bowler cannot be found after all of the above checks, they may not yet have a profile in the system — proceed with creating a new profile as described in 3.1.1.

🏢 Multi-Location Shops

For shops managing multiple locations under a single Spectre Cloud account, the bowler list displays profiles from across all locations. The search and filter tools work across the full combined list. ⚠️ Verify with your Spectre team: confirm whether the bowler list in a multi-location account shows all profiles from all locations by default, or whether it is filtered by location with a manual option to view all.

  • ✅ A bowler fitted at one location can be found and accessed by any other location on the same account.
  • ✅ Where relevant, the bowler's profile notes can record which location primarily serves them — useful for shops where bowlers have a "home" location but may visit others.
  • 3.1.1 — Creating your first bowler profile
  • 3.1.5 — Desktop vs. mobile steps for creating a bowler
  • 3.2.2 — Editing an existing bowler profile (if applicable)
  • 3.2.3 — Archiving or deleting a bowler profile (if applicable)
  • 4.x — Spec Sheet: opening a spec sheet for an existing bowler

Tip: In a busy shop, the few seconds saved by finding a bowler profile quickly adds up across dozens of fittings per week. Establishing a consistent name format convention from the start (see 3.1.2) is the single most effective way to ensure search always returns the right result on the first attempt.

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