View source for Saved Searches and Lists

There are many effective ways to manage records by name, grouping or other categorical descriptors. Commence On Demand enables your company to share a range of accounts lists and allows individual users to create and save "saved searches" from any of those lists. The lists can be used for mail merges, email or reporting.

Your company-shared lists are located on the left frame of the accounts module. This list is accessible by all employees. The actual records they see will be a result of their permission settings. Example, if the boss selected utility companies and has permission to see all accounts, and Mike only had permission to see his own accounts, they could both see Utility companies but Mike’s list would be limited to those assigned to him.

[[File:ScreenHunter_93 Sep. 25 15.10.jpg]]


Use ALL LISTS to have all names appear. Once you have opened Accounts and selected your list, you may drill down deeper with your own saved searches. Your personal Saved Searches are located on the header bar.

[[File:ScreenHunter_94 Sep. 25 15.15.jpg]]

Within the company list you have open, you my now build or use a saved search which may select specific accounts based on additional criteria (size, location, products, activity level, etc.)

1. Click on the '''Select a Saved Search''' drop-down list.

2. To edit an existing search click '''Edit Saved Search''' or to create a new search click '''New Saved Search'''. ''The Search Builder screen displays.''

3. In the '''Search Name''' field enter the name of the '''Saved Search''' you wish to edit or create.	

4. Enter or revise the respective criteria.

5. Click '''Save & Apply'''. 

[[File:ScreenHunter_95 Sep. 25 15.15.jpg]]


Once your list is built, it is saved for easy access in the future and for '''Mail Merge''' purposes. You may also change the view and select the column headings you prefer.

[[File:ScreenHunter_96 Sep. 25 15.15.jpg]]


1. Click on the Select a Saved Search drop-down.

2. Click '''Edit Saved Search'''. ''The Search Builder screen displays.''

3. In the '''Search Name''' field enter the name of the '''Saved Search''' you wish to edit

4. Rearrange, add or remove the columns as desired.

5. Click '''Save & Apply'''.

[[File:ScreenHunter_97 Sep. 25 15.16.jpg]]