Setting up Summary Page Preferences

For each Summary page in the System, you have the option to set up summary page settings that dictate the available information in Summary pages as well as the number of records that will be displayed on each page.

To access Preferences follow the steps below:

1. Go to the Summary page of the page you would like to customise
2. Click on Options > Preferences
   
3. Once the Preferences Modal opens, you can set up your Summary page options. 
   
4. For each setting, there exist 2 boxes. Available Columns and Setting Name
   1. Available Columns: The fields that can be used
   2. Setting Name (Summary, Mouse Over, Expand e.t.c.): The fields that will be used for the configured option
5. To move fields from the one box to the other, you can either
   1. Double click on the field
   2. Select the field and click on ADD or REMOVE links according to what you want to do
6. UP & DOWN
   1. Use Up and Down arrows to define the order of appearance (This is not available in Actions Tab)
7. Available Settings
   
   1. Summary: Select the fields available in the Summary Records
   2. Mouse Over: Select the fields that will be available when placing your mouse over the main field/link. 
      Usually, it will be the number or the name of the record
   3. Expand: Fields available in the expand section of the summary page
   4. Order By: Select the fields by which the summary records will be ordered by
   5. Filters: Select the fields that will be available in the Basics Filters section
   6. Advanced Filters: Select the fields that will be available in the Advanced Filters section
   7. Actions: Select the actions that will be available on the page
8. Records to be displayed per page: Define the number of records that will be displayed on a single page
9. RESTORE DEFAULT: Click if you have made changes to the Preferences and you would like to change the page back to the default

Setting up Summary Page Configuration

As with Preferences, Configuration allows you to set up summary page settings that dictate the available information in Summary pages. The difference with Configuration option is that it is only available to Super Users and you can set it up to affect a number of users, that either belongs to a specific community, or the whole organisation, in contrast to Preferences that changes are per user.

In order to access Preferences follow the steps below:

1. Go to the Summary page of the page you would like to customise
2. Click on Options > Configuration
   
3. From the modal click on MODIFY next to the template you would like to modify.
   If only default is available, then no configurations have yet been made.
4. Once the Preferences Modal opens, you can set up your Global Summary page options. 
   
5. For each setting, there exist 2 boxes. Available Columns and Setting Name
   1. Available Columns: The fields that can be used
   2. Setting Name (Summary, Mouse Over, Expand e.t.c.) : The fields that will be used for the configured option
6. To move fields from the one box to the other, you can either
   1. Double click on the field
   2. Select the field and click on ADD or REMOVE links according to what you want to do
7. UP & DOWN
   1. Use Up and Down arrows to define the order of appearance (This is not available in Actions Tab)
8. Available Settings
   
   1. Summary: Select the fields available in the Summary Records
   2. Mouse Over: Select the fields that will be available when placing your mouse over the main field/link. 
      Usually, it will be the number or the name of the record
   3. Expand: Fields available in the expand section of the summary page
   4. Order By: Select the fields by which the summary records will be ordered by
   5. Filters: Select the fields that will be available in the Basics Filters section
   6. Advanced Filters: Select the fields that will be available in the Advanced Filters section
   7. Exact Match Filters: Select the fields that for any results to be returned the value defined in the filter must match exactly the value in the system. 
      This is only applied for free text fields. (i.e. Quick search or search modal fields cannot be selected) 
   8. Mandatory Filters: Select the fields that MUST be defined  to be able to contact a search 
   9. Actions: Select the actions that will be available on the page
9. Records to be displayed per page: Define the number of records that will be displayed on a single page
10. Apply Configuration on: Select from the drop-down list the organisation or a specific community for which the configuration of the page will be applied
11. Click on SAVE

Searching for existing Entity

The first step in searching for Entity is to define the criteria for your new search. You can define your search criteria in two different ways:

• Basic search 
• Advanced search.

Basic Search

1. Specify at least one of the criteria available in the criteria section
2. Click on "Search" to retrieve the results based on the search field you completed.
    

Advanced Search

Additional criteria can be found in the advanced search by clicking on the "Advanced" button

1. While in Basic View click on the " ADVANCED."
   
2. The Criteria list will expand
3. The Advance button will be replaced with Basic. (Click on Basic to return to Basic Filter view)
   
4. Define additional  criteria and click on "SEARCH."
   
   

Restarting your Search

To redefine your search:

1. Click on "CLEAR." 
2. Redefine your criteria 
    
   
   

Using different types of Criteria

Quick Search

Note that some fields, accept multiple parameters as input and others only a single parameter

1. Start typing in the Box and press enter

2. System will automatically set the record you typed in, if it matches a single entity

   OR
3. Quick Search modal will either automatically open, with the matching records to select from
   
   
4. Place checks in the boxes next to the records you would like to include
5. Click on Select 

Modal Search

Note that some fields, accept multiple parameters as input and others only a single parameter

Modal Search allows you to search for a record(s) by defining multiple criteria. If multiple criteria are added then, records that meet all criteria will be retrieved

1. Click on the Lens icon
   
2. In the Modal Search that will open:
   1. Search By: Select from the available list of criteria (if available)
   2. Criteria: Select between:
      1. Begins With
      2. EndS With
      3. Contains
      4. Equals
      5. Not Equal
      6. Smaller
      7. Greater
      8. Smaller or Equal
      9. Greater or Equal
      10. Is Null
      11. Is Not Null
   3. Provide the value you want to search for
      1. Click on  "+"  to add more criteria
      2. Click on "-"  to remove criteria
   4. Click on Search
   5. Place checks in the boxes next to the records you would like to include
   6. Click on Select 
      

Text Field

Text Fields are free text.

1. Type in the required text
   

Select Box

Select Boxes allows you to select a specific value from a predefined list

1. Click on the arrow next to the box, with the text "Option Item."
2. Select a value from the list
    

Date Search (Calendar)

Date Search is used for defining Dates

1. Click on the date box
2. in the calendar icon that will open either
   1. Use the Month and Year Drop Down and the click on a day date to select
      OR
   2. Use the arrows to go to the correct month and year and then click on a day date to select
       

Date / Time Search (Calendar)

Date/Time Search is used for defining Dates and times

1. Click on the date box
2. in the calendar icon that will open either
   1. Use the Month and Year Drop Down and the click on a day date to select
      OR
   2. Use the arrows to go to the correct month and year and then click on a day date to select
      

Tree Search / Categories

Tree Search are used to select single or multiple records for criteria of entities that are in a tree structure

Click on the lens or start typing for the item you are looking for

1.  A modal window opens with a tree structure of the available categories. 
2. Click to select the category you need
   

Going through the search results

Taking a glimpse

After each search, you will come across with the most important Entity information, which becomes available to you with just a quick look at the results.

Search results are available in rows below the Criteria Section of the Summary Page
  

Digging for more

Soon after taking a glimpse at the result, you will probably need to look for more information. Well, CRM.COM Software is designed for that! 

Drill Downs

An arrow is displayed next to an entity only if data is available for the specific entity
 

Expand Section

Expand Section provides more information related to the record of interest

1. Click on the Down arrow available on the right hand side of each record in the summary results

Exporting Summary Page Results - AVAILABLE FROM CRM.COM R9.0.0

Summary pages display the records based on your search. Once results are retrieved, you then have the option to export the results in multiple formats and keep them on your local disc as desired.

The allowed export formats are:

• Excel files
• CSV files
• XML

In addition you are given the option to select whether you would like to export all the retrieved results (based on your search) or just the ones that are displayed on the current page. 
You can define the number of records displayed on each page via Preferences.

The downloaded file,will include all the fields available in the summary results (not including Drill-downs) as well as the information in the Expand Section of every record.

Follow the steps below to export the results from any summary page to the file type of your preference.

1. Navigate to any summary screen
2. Perform a search
3. From the Top menu, mouse over the Options >Export
   1. A new list menu appears that has the following options
      1. EXCEL (Current Page)
      2. EXCEL (All Pages)
      3. CSV (Current Page)
      4. CSV (All Pages)
      5. XML (Current Page)
      6. XML (All Pages)
4. Select the option according to what you wish to export 
   The file will be downloaded and available for you to process locally
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