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.Your report criteria will display the matching Cases and Products, the Search View chosen determines what data is shown from each of these. You are able to amend the Search View to suit your requirements
User Permissions
The specific user permission needs to be enabled to allow users to 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
System Setting
Navigate to the Search Views settings page
Home > System Settings > Search Views
How to
use Search ViewWhen 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 confirm the changes that you have made and to save your new search view.
create Search Views
Your CRM has defaulted Search Views which you can Edit or you can choose to Create a New Search View
Search Views are unique to the Product Group Type (Mortgage or Insurance), Customers or Participants.
Select the relevant option for the Search View (Report) you require
The Search View Details panel specifies detail relating to the Search View you are creating. It is key to create a Search Name and ensure the Active option is ticked.
Note - Can generate spreadsheet report DOES NOT need to be ticked to allow you to export the data into a spreadsheet format
Use the Available Fields panel to drag and drop the required column heading to the Currently Selected Fields area
Save Search View to ensure the created search view is now useable within a Report
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