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Table of Contents
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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.


Creating a Search View

Info
titleNote

Before you can create a new search view your user must be in a user group with the following permission turned on:

  • Can edit custom search views


To begin navigate to the System Settings page using the navigation bar at the top of your eKeeper CRM. 


Figure 1 - Navigation bar

Once there look for the customise your system section (figure 2) and click on Search Views 


Figure 2 - Customise Your system

You will now see a list of the existing search views (figure 3)


Expand
titleClick here to learn about the Search View List page
  • Active - Shows whether the search view is active
  • Sequence number - determines the order in which the search view entry appears relative to the other search views
  • Product type - displays the kind of search that the search view can be used against
  • Search Name - The name of the Search View
  • Description - An optional description, that only appears on this page, which can be used to descriptive what columns the search view contains
  • Action - Click the edit link in this column, next to the relevant view, to amend it's setup.


Tip

To learn how you can use the search views you create whilst running a search check out our Using Search Views guide.


To continue creating a new search view, click Create New Search View. 

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you will be presented with a few options similar to below:

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The option you select will determine which kind of search you can run, using the new view. Select a product


Note

The options displayed once clicking Create New Search View, will vary depending on which products you have setup in your system.



You will now see the New Search View setup page. Here you can customise your search view and set it up how you want it to work. 

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Fill out the information in the Search View Details panel

Note

Note that the product type is fixed with your product type selection in the previous section


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  • Product Type - This is the product search that this search view can be used against for example, the screenshot above indicates that this search view can only be used when performing a search/report against mortgage products
  • Sequence Number - Determines the order in which this search view will appear when selecting it against your searches
  • Search Name - Enter an identifiable name for this search view for example 'Mortgage Commission Report'
  • Description - (optional) Use this to enter a list of the column that display in this search view
  • Active - Determines whether this search view is available to users when performing searches/reports.

  • Can Generate Spreadsheet report - Used if you would like to map the columns in your search view to particular fields in a spreadsheet when exporting to excel

    Note
    • Leaving this off does not stop you from exporting to excel