Search
Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common...
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Why can’t I see the full list?
Community Data Solutions has worked with your organisation to tailor your database to your needs. Each CRM database is different,... -
Search for a Client
The Client record contains all information for a particular client. This includes personal information and a history of interactions with... -
Create a Client record
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... -
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 – searching for a report
Community BI is a Business Intelligence Reporting system. Community BI is offered as a data visualisation tool integrated with Community... -
Saving a Search
Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common...