Introduction

Search views allow you to generate a report with the data you need.

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:

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.