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An easy-to-use search tool available to all searchable modules. |
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Each of the main modules provides the views and search tools to enable
you to quickly locate any record or group of records.
Views and search provides both basic and advanced CRM search functions.
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See it in action...
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Scroll down for features and functions
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| Features and functions: |
Quick search
- Open/close search panel
- Quick select criteria - dropdown list, includes,
status
- Starts with or contains, for full search
- Direct search value entry
- Ordered display - ascending, descending
- Last criteria save (for each module) for quick
re-search
- Grid column heading click-to-sort
Advanced search
- Pops up Qasper query builder
- Save, retrieve query definitions
- Complete single or multiple, linked table support
- Individual, all or none field selection, with
inner/outer joins
- 3-level display order selection
- Sort order specification - ascending/descending
- Multiple criteria select with AND/OR joins
- Build/save with manual override
- Run - fetch to list, click to open records in
owner form
- Run - output to Excel, Word, XML, HTML, with
horizontal/vertical rendering
- Specify max number of records and text field size
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