Advanced Find
Advanced find allow to search across the system. From there, it is possible to select the columns to display and criterias for the research. It is then possible to save your request to reuse it.
Open the advanced find
To open the advanced find, click on the filter button in the the top right corner of the CRM window.
Select research criterias
To define your research criteras, you first need to indicate in which entity your research must be done. It is possible to select among all the entities in the system. To start a new search, select "New" in the "Use Saved View" field. (See User saved view section for more information)
It is then possible to define your research criterias. The criterias follow this logic : Field of the entity - Operation - value. Note that some operation do not have a value.
For example, we will be searching in Accounts with the following crieria : Member - Is Equal To - Yes. Which indicate we want every account the are marked as member in the system.
It is possible to add more than one criteria to your search. For example, members in a list of city.
It is also possible to search in related entities. To accomplish it, you need to scroll down in your list of of field all the way to the Related Header and then select the related entity.
In this exemple, we search accounts where the primary contact is less than 50 years old. We start by scrolling down to the Related fields.
We then select the primary contact. Note that when we select a related entity, a sub search will appear.
It is the possible to search among the field of the contact entity. Once again, we need to specify the field operator and value.
It is possible to select criteria lines to remove the or to change the operator in between multiple lines.
Change display columns
It is possible to change the display columns of our search. To start click on "Edit Columns".
It is possible to add columns by clicking on "Add Columns". You can then select the fields you want to see in the search result.
The fields to select are those of the primary entity be default but it is possible to select fields in related entities. Simply select the related entity in the "Record Type".
By selecting a column you can move it or remove it.
Show results
Once your criterias and columns configured, click on "Results" to show your search results.
Once your search is done, you can always select a record or open it. You can also export your list as an excel by clicking on "Data" then "Export". To go back and modify your search, simply click on "Advanced find"
Use Saved View
It is possible to use an existing view from the system. Simply select the view in "Use Saved View".
If the criterias are read only, it is possible to unlock the by clicking "Details"
Save your search
Once your search is done, you are able to save it. You can also start from an existing view and save it under another name.
Share your search
Once your search is saved, it is possible to share it. Start by going in your list of views for the desired entity.
Select your view and click on "Share".
You can the add the users and define their roles with the view.
Still not sure? Contact us - support@vendere.ca