Difference between revisions of "Saved Searches and Lists"
From Commence CRM-Help
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1. Click on the '''Select a Saved Search''' drop-down list. | 1. Click on the '''Select a Saved Search''' drop-down list. | ||
| − | 2. | + | 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. | + | 3. In the '''Search Name''' field enter the name of the '''Saved Search''' you wish to edit or create. |
| − | 4. | + | 4. Enter or revise the respective criteria. |
| − | 5. | + | 5. Click '''Save & Apply'''. |
[[File:ScreenHunter_95 Sep. 25 15.15.jpg]] | [[File:ScreenHunter_95 Sep. 25 15.15.jpg]] | ||
| − | Once your list is built, | + | 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]] | [[File:ScreenHunter_96 Sep. 25 15.15.jpg]] | ||
| − | 1. Click on the | + | 1. Click on the Select a Saved Search drop-down. |
| − | 2. Click Edit | + | 2. Click '''Edit Saved Search'''. ''The Search Builder screen displays.'' |
| − | . Rearrange, add or remove the columns as | + | 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]] | [[File:ScreenHunter_97 Sep. 25 15.16.jpg]] | ||
Revision as of 15:31, 3 December 2012
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.
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.
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.
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.
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.
