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

Navigate to Search Views

Home > System Settings > 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