Searching and Saving Lists

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Create a search

  • Select search criteria
  • Enter field values
  • Search
  • View results and adjust display
  • Save search for later user
  1. Pick the module you want to search
  2. Field options

    1. Add fields
    2. Reorder
    3. Remove (hover over field for [x] to appear)
  3. Search criteria
    1. Pre-populated lists are available for certain fields
    2. Refine search results with Search Operators
      1. Numeric range operator
      2. Dynamic range operator
  4. Click search
  5. Change display fields (Smart grid columns)
    1. Add/remove columns
    2. Reorder
    3. Adjust column width
    4. Set sort order

Note: Updating the above grid information will be saved with the search. If you copy this search to other users the grid layout will be copied with it.


Save Search

  • You can customize the search grid columns to your preference, and it will save along with the search criteria in a ‘Saved Search.’
  • Once saved you can click it from the list and run it whenever you need.
  • Once saved, your searches will be available on the mobile apps.
  1. Select ‘Save’
  2. Provide descriptive name
  3. Hit ‘OK’

Saved lists will display in drop-down above the search criteria.


Additional features

  1. Automated Report Delivery
  2. Export
  3. Map
  4. Totals
  5. Mass Archiving
  6. Mass Edit/Replace
  7. Send to Target
customertraxSearching and Saving Lists