Creating Search Views
- Chloe Fuidge-Lugg (Unlicensed)
- Angus Mundin (Unlicensed)
- Stephen Tinnion
Introduction
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
System Setting
Navigate to Search Views
Home > System Settings > Search Views
How to 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
New Field Group Diary Statistics