You can create and save 'custom searches', i.e. a type of search with precise criteria, accessible from the welcome page.
If you selected Public, you must open the relevant folders. All the searches are also available from the My favorites menu.
Note: To directly display - besides folders - public or shared searches, go to Edit > Preferences > General > check the boxes starting with "Open the..."
It is possible to configure a specific display for each search.
For example, you want to display only 2 columns: customer's name and phone numbers:
Note: You can allow the modification of a saved search by another employee. This function is useful when you want to reuse a search made by an employee who left the company for example. To do so, you must enable DMF 160306 SERVICES/RECHERCHE/MODIFIER LES RECHERCHES D'AUTRUI
When creating a custom search, you can automatically display the search result, not only the search.
Pour diffuser une recherche à un ou plusieurs collaborateurs et/ou profils ou à des sociétés :
To make a search dynamic, based on search criteria (e.g. Date - 7), use keywords.
For example, the DATE_DAY keyword enables entering a date field with the current date value.
The Preferences menu enables the automatic opening of saved searches from the Home page.
If you have been associated to a saved search, you can unsubscribe from it at any time.
The search is no more displayed.