Searching
Searching Overview
Any Grid in AdvisorEngine CRM with a Search Bar in the upper right corner may be searched to refine the view of data. Different search options are available depending on the Grid you begin searching from. Record Search Differing from the other types ...
Performing Record Searches
Click in the Record Search bar. Begin typing any search criteria to locate a Record. Results will dynamically update below the search bar. Record search checks the following fields on a Record using “Contains” logic to find matches: Record Name ...
Performing Basic Searches
Basic Searches are available from any AdvisorEngine CRM Grid that features the Search Bar. Navigate to the Grid you want to search. Begin typing your search criteria into the Search Bar. The Grid will automatically update. Basic Searches use ...
Performing Quick Searches
Quick Searches allow you to easily return a view of Records or Actions based on common search criteria from the Quick Search interface. Quick Searches can only be performed from Record or Action Grids. Click the Search Bar. Click Quick Search from ...
Creating Advanced Searches
Advanced Searches are the most powerful and flexible method for returning specific information from your CRM database. They allow you to quickly see exactly what you’re looking for and also form the foundation of reports created in the Report ...
Using and Managing Advanced Searches
Applying a Saved Advanced Search Click the Search Bar. Click Advanced Search from the drop-down menu. Select the Advanced Search to apply from the list. Click Apply. Editing Saved Advanced Searches Click the Search Bar. Click Advanced Search from the ...