Saved Searches and Lists - Revision history

J.collier: /* Saved Views */

2012-12-13T15:39:43Z

Saved Views

J.collier: /* Saved Views */

2012-12-13T15:39:14Z

Saved Views

J.collier: /* Saved Searches */

2012-12-13T15:38:37Z

Saved Searches

J.collier: /* Saved Searches */

2012-12-13T15:38:11Z

Saved Searches

J.collier at 15:45, 3 December 2012

2012-12-03T15:45:59Z

J.collier at 15:45, 3 December 2012

2012-12-03T15:45:06Z

J.collier at 15:35, 3 December 2012

2012-12-03T15:35:01Z

J.collier at 15:32, 3 December 2012

2012-12-03T15:32:44Z

J.collier at 15:31, 3 December 2012

2012-12-03T15:31:07Z

J.collier at 15:17, 3 December 2012

2012-12-03T15:17:29Z

@@ Line 43: / Line 43: @@
 . To edit an existing view, click '''Edit View''' or to create a new view click '''New View'''. ''The View Builder screen displays and the Home section lists all the current custom views.''
-. Rearrange, add or remove the columns as desired.
+. Rearrange, add or remove the columns as desired. This includes custom fields.
 . Click '''Save View'''.

← Older revision		Revision as of 15:39, 13 December 2012
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−	You may also change the view of listed records and select the column headings you prefer.	+	You may also change the view of listed records and select the column headings you prefer in the Accounts, Sales and Leads modules.

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

@@ Line 23: / Line 23: @@
 . Click '''Save & Apply'''.
 [[File:ScreenHunter_95 Sep. 25 15.15.jpg]]
@@ Line 29: / Line 28: @@
 Once your list is built, it is saved for easy access in the future and for '''Mail Merge''' purposes.
 == Saved Views ==

@@ Line 22: / Line 22: @@
 . 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.
 == Saved Views ==

@@ Line 37: / Line 37: @@
-. Click on the View drop-down
+. Click on the View drop-down list.
 . To edit an existing view, click '''Edit View''' or to create a new view click '''New View'''. ''The View Builder screen displays and the Home section lists all the current custom views.''
@@ Line 43: / Line 43: @@
 . Rearrange, add or remove the columns as desired.
 . Click '''Save View'''.
 [[File:ScreenHunter_97 Sep. 25 15.16.jpg]]

@@ Line 1: / Line 1: @@
 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.
+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 display all records.
 [[File:ScreenHunter_93 Sep. 25 15.10.jpg]]
-Use '''All Lists''' to display all records. Once you have opened the '''Accounts''' module, you can select an account list and may drill down deeper with your own saved searches. You may build or use a saved search which for specific accounts based on additional criteria (size, location, products, activity level, etc.). Your personal '''Saved Searches''' are located on the header bar.
+== Saved Searches ==
 [[File:ScreenHunter_94 Sep. 25 15.15.jpg]]
@@ Line 24: / Line 26: @@
-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.
+Once your list is built, it is saved for easy access in the future and for '''Mail Merge''' purposes.
 [[File:ScreenHunter_96 Sep. 25 15.15.jpg]]
-. Click on the Select a Saved Search drop-down.
+. Click on the View drop-down
-. In the '''Search Name''' field enter the name of the '''Saved Search''' you wish to edit
+. To edit an existing view, click '''Edit View''' or to create a new view click '''New View'''. ''The View Builder screen displays and the Home section lists all the current custom views.''
 . Rearrange, add or remove the columns as desired.
-. Click '''Save & Apply'''.
+. Click '''Save View'''.
 [[File:ScreenHunter_97 Sep. 25 15.16.jpg]]

@@ Line 6: / Line 6: @@
-Use '''All Lists''' to display all records. Once you have opened the '''Accounts''' module and selected your account list, you may drill down deeper with your own saved searches. Your personal '''Saved Searches''' are located on the header bar.
+Use '''All Lists''' to display all records. Once you have opened the '''Accounts''' module, you can select an account list and may drill down deeper with your own saved searches. You may build or use a saved search which for specific accounts based on additional criteria (size, location, products, activity level, etc.). Your personal '''Saved Searches''' are located on the header bar.
 [[File:ScreenHunter_94 Sep. 25 15.15.jpg]]
 . Click on the '''Select a Saved Search''' drop-down list.

@@ Line 14: / Line 14: @@
 . Click on the '''Select a Saved Search''' drop-down list.
-. Open an existing list or create a new one.
+. To edit an existing search click '''Edit Saved Search''' or to create a new search click '''New Saved Search'''. ''The Search Builder screen displays.''
-.	To Edit an existing search, click EDIT SAVED SEARCH
+. In the '''Search Name''' field enter the name of the '''Saved Search''' you wish to edit or create.
-.	Select the list you wish to edit.
+. Enter or revise the respective criteria.
-.	Enter or revise the criteria to get as specific as needed, then click Save & Apply. Review the list.
+. Click '''Save & Apply'''.
 [[File:ScreenHunter_95 Sep. 25 15.15.jpg]]
-Once your list is built, you may save it for easy access in the future and for Mail merge purposes. You may also change the view and select the column headings you prefer.
+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]]
-.	Click on the “Select a Saved Search” pull-down.
+. Click on the Select a Saved Search drop-down.
-.	Click Edit to change an existing view or New to create a new one
+. Click '''Edit Saved Search'''. ''The Search Builder screen displays.''
-.	Rearrange, add or remove the columns as desires.
+. In the '''Search Name''' field enter the name of the '''Saved Search''' you wish to edit
 [[File:ScreenHunter_97 Sep. 25 15.16.jpg]]