Contents
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
Note
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)
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.
you will be presented with a few options similar to below:
The option you select will determine which kind of search you can run, using the new view. Select a product
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.
Next fill out the information in the Search View Details panel, this will allow your to name and describe your view.
Note that the product type is fixed with your product type selection in the previous section
You can now select the information you wish to be displayed when selecting this search view against your search results.
To do this you need to decide on the Field Group you wish to pull information from.
