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Introduction

Search views allow you to generate a report with the data you need. When you run a report/search your results are grouped in rows of cases, and so a search view can be used to determine what data is displayed against those cases.


User Permissions

The specific user permission needs to be enabled to allow users to

see email queue

edit custom search views.

Home > System Settings > User Permission Groups & Set Permissions > Click edit on the user group you wish to update


How to find the system setting

Navigate to the Search Views settings page

Home > System Settings > Search Views


How to use Search View

When you reach this page, you will see an already made search view. To create new ones, navigate to the bottom of the page where you will see a ‘Create new search view’ button.

A list of differnt types of view will appear. Select which one you would like then fill out the sections to how you would like the search view to appear.

Once you have created the new search view, navigate to the bottom of the page where you will see a ‘Save Search View’ button. Click this to to confirm the changes that you have made and to save your new search view.

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