Global Search
This type of search can be done from anywhere in the database by using the Global Search facility at the...
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Search
This collection of articles will help you with how to use the different types of search facilities in the your database
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Searching for a record
Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common... -
Search for a Client
The Client record contains all information for a particular client. This includes personal information and a history of interactions with... -
Search by Client ID
When reporting to the DEX portal, errors may be reported. In some cases, to resolve the error, you will need... -
Search by Case ID
When reporting to the DEX portal, errors may be reported. In some cases, to resolve the error, you will need... -
Search by Session ID
When reporting to the DEX portal, errors may be reported. In some cases, to resolve the error, you will need... -
Saving a Search
Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common... -
Word Search
The Word Search function is a tool to help managers find trends or correlations between information recorded in notes across... -
Search for an Incident
Incident Management is a process designed to identify and analyse incidents that have occurred and determine how to prevent a... -
CommunityBI Reports – creating report search category
Community BI is a Business Intelligence Reporting system.For our customers there are different versions of Community BI available. What you...