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Contents
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Below is a comparison between the existing reports in MortgageKeeper/Commericialkeeper and eKeeper CRM
MortgageKeeper/CommercialKeeper
eKeeper CRM
Accessing reports
Previously the reports area was accessible via the advanced search link in the top right of you page. eKeeper CRM now has a dedicated Reports button on the homepage
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MortgageKeeper/CommercialKeeper |
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eKeeper CRM |
Setting your search criteria
Previously your search criteria was split across a number of tabs. These were used to narrow down your search results.
Now the the eKeeper CRM Reports enable searches on applicants, cases or products. Each menu provides multiple sets of criteria for the relevant search area, below is an example when a user clicks the New Mortgage Desk Search option.
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Note that the names of your search buttons on this page may appear different as the product related buttons will take their names from the names of your products. |
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MortgageKeeper/CommercialKeeper |
Saved Searches
Saved searches now have a dedicated reports page, to access this all you need to do is click the 'reports' button on the homepage.
Saving your searches
To save a set of criteria look for the new 'Saved Searches' panel page (see far right). This should appear to the left of your criteria selection page and enables you to load in criteria from existing saved searches but also create new saved searches based on the criteria that is currently selected.
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