This article will describe how you can utilise search views along with reports you run to better display the information that you want to in your search results. The first step is to choose your search criteria to find the results you are looking for. Then you can utilise your search views to change what is displayed in your search results
Search views allow you to change the data that is displayed against your search results when running a search via the Advanced Search. See the Reporting and exporting guide to learn how to run searches.
Finding search views
Search views can be found in two places
Against the a product search criteria page
Against the search results after running a search against a product
Your search buttons may have more or less options depending on the version of eKeeper you are using.
Remember
To utilise search views you must be running your search against a product rather than against a customer or case as shown in figure 3 (left)
You will now see a product search homepage (right)
This page will enable you to select the criteria your require for your search.
Product search homepage example
Tip
If you would like to search more about the criteria available to your please see our Reporting and exporting article.
Your search views appear at the bottom of the criteria selection page for your chosen product, in a section titled How would you like to display the results (figure 4), simple select the desire search view using the radio buttons supplied.
Figure 4 - Search view selection (how would you like to display the results)
Why are my search buttons different?
You may have more, or less search view options displayed. These will depend on the custom search views that you currently have set up in your system.
Note
Search views do not determine which cases and products display in your results, they determine what information is displayed against the cases and products in your search results.
Once you have set your search view and selected your filter criteria, click the search button in the bottom navigation bar
Figure 5 - Navigation bar (bottom)
You will now see a list of results displaying the relevant data for the search view you have selected.
Once you have performed a search you will see a list of results (Right). The results will be display according to the search view that is currently selected.
To change the search view from here you need look to the top right corner of the page, which shows the Search View selector box (figure 6)
Figure 6 - Current View Selector
Search Results Example
Change the search view for a particular stage
Search views can also be applied to a particular stage so that when you click on the name of a stage on the homepage (figure 7), the resulting list of products will display the information you need at that stage.
Figure 7 - Stage list panel (homepage)
Stages explained
A stage is a milestone in your process. For example you may have a stage called new lead, which represents the point in time when your product is still a lead, or a completed stage which would represent the point in time where your product has reached the completion point in your business process.
Stages appear on your homepage and also in a selection field on your case. When you move a product to a particular stage in your workflow, this will be represented on the homepage.
Tip
If you would like to learn more about stages please see our stages article.
Find the system settings menu located in the top navigation bar (figure 8)
Figure 8 - Navigation Bar (top)
Next look for the Product Setup section (figure 9) to the left of the system settings menu and click the products link.
Next on the Product Setup page (right), against the desired product where you wish to change the search view for a particular stage, click the stages button (figure 10)