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DELETE

DELETE

Owned by Adam Evans
Last updated: Sept 01, 2021 by Roly Birkwood

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)


 Click here to learn about the Search View List page
  • Active - Shows whether the search view is active
  • Sequence number - determines the order in which the search view entry appears relative to the other search views
  • Product type - displays the kind of search that the search view can be used against
  • Search Name - The name of the Search View
  • Description - An optional description, that only appears on this page, which can be used to descriptive what columns the search view contains
  • Action - Click the edit link in this column, next to the relevant view, to amend it's setup.


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

 Click here to learn about the Search View Details Panel
  • Product Type - This is the product search that this search view can be used against for example, the screenshot above indicates that this search view can only be used when performing a search/report against mortgage products
  • Sequence Number - Determines the order in which this search view will appear when selecting it against your searches
  • Search Name - Enter an identifiable name for this search view for example 'Mortgage Commission Report'
  • Description - (optional) Use this to enter a list of the column that display in this search view. This description will only appear in the search view list within system settings.
  • Active - Determines whether this search view is available to users when performing searches/reports.

  • Can Generate Spreadsheet report - Used if you would like to map the columns in your search view to particular fields in a spreadsheet when exporting to excel

    • Leaving this off does not stop you from exporting to excel

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.

 Click here to learn about the options in the Field Group drop down
  • Product - This is the type of product you selected when choosing to create a search view on the search view list page.
  • Stage Dates - Here you can find information regarding stages for your product including the last date a product was at a stage.
  • Custom Fields - These are fields you have created in your system
  • Applicant - Here you can obtain fields relating to the applicant such as applicant 1 forename, applicant 2 date of birth etc.
  • Participant type - Contains fields relating to participants such as the participant's name, address and phone number etc
  • Commission - Contains information about fees paid on products and also the commission amounts paid to your participants e.g. introducers, advisers etc.
  • Fact-find - here you can add information from your product's fact-find
  • Company - This contains information about your company such as your phone number, email etc.
  • Simple Tasks - Simple tasks are checklist items that you have created in your system, use this menu to output information relating to the status of these.
  • Related Products - Here you can add information about the products which are related to the product you are viewing for example if you run a search against a mortgage, you may have a related Life cover product. This menu allows you to include items such as the status of the related product.

Once you have selected the area you wish to pull information from, the fields relevant to that area will appear in the Available Fields section

Simply drag and drop the desired fields into the Currently Selected Fields area

Once you have made your selections, the currently selected fields panel should look similar to the below:

Click the Save Search View button to confirm the changes that you have made and to save your new search view. 


To find out how you can now use your search view to display the selected fields in your reports please see our Using Search Views help guide