My custom searches

You can create and save 'custom searches', i.e. a type of search that includes specific criteria accessible from the home page.

1 Open a search page (for example Customers / Prospects) and enter the criteria of your choice, but do not launch the search.
2 Go to Tools > My searches > New search. The Search details tab opens automatically.
3 Give a code and a call name to your search.
4 [Optional] Check Yes/No, depending on your needs:
  • Public: everybody can see the search.
  • Added to the main menu: an access to the search is available from My favorites.
  • Run automatically: search results are directly displayed; you do not need to open the search screen.
  • Modifiable by resources: employees can modify the search.
5 Click on the Save icon.
6 Go to the home page and open the My searches folder. Your search is displayed.
7 You must open the relevant folders, depending on whether your search is public or shared. All these searches are also available in My Akuiteo menu.

Note

To display public or shared searches in other folders, go to Edit > Preferences > General > check the boxes starting with "Open the... tree".

It is possible to set up the display for each search.

1 Start your custom search from the home page.
2 Right-click on the search results. Options are available to filter, modify and categorize columns.
3 Once changes are made, click on on the right, then click on Yes to confirm the changes.
4 If you want to save the results as a graph:
  • Click on and fill in the fields of the Graph window, then click on Validate.
  • From the graph mode, click on then confirm.

For example, you want to display only 2 columns: customer name and phone number.

1 Right-click on the search results.
2 Select Manage columns > Manage columns.
3 In the Management of columns and their order window, move the Call name and Phone number columns to the right. Move all other information to the left.
4 Restart your search. Only the Call name and Phone number columns are displayed.
1 Open your custom search:
  • either from the home page if you have added it to the main menu,
  • or by opening the desired search from My Akuiteo > My searches.
2 Select the My search tab.
3 Go to Tools > My searches > Modify the search and make necessary modification.

Tip

All criteria entered for a saved search are listed in the Used criteria tab of the search. You can see in one time all criteria to modify if needed.

4 Click on the Save icon.

Note

You can enable the modification of a saved search by another employee. This feature is useful when you want to reuse a search made by an employee who left the company for example. To do so, you must activate the DMF 160306 TOOLS/SEARCHES/MODIFY SEARCHES FROM ANOTHER.

When creating a custom search, you can also automatically display the search results.

  • Create a custom search and check Run automatically. When you click on your search in My favorites, the search results are displayed in a table.
  • If you want to modify the search, click on the icon from the search result table. You can now modify your search.

To send a custom search to one or multiple employees and/or profiles or to companies:

1 In the relevant tables, select the employee or the profile of your choice (for example: Development team), or even the company that must have access to the search.
2 Save your selection. The search is available in the Shared searches folder in My favorites for the selected employee / profiles.

Use keywords to make a dynamic search based on search criteria (e.g. Date -– 7).

1 Select a saved search.
2 Open the search editor and click on My search.
3 Go to Tools > My searches > Modify the search.
4 In the Keyword field, open the help list and select the relevant keyword.

The field-keyword link is displayed in the table.

For example, the DATE_DAY keyword enables you to enter a date field with the current day's date.

The Preferences menu enables you to automatically open custom searches from the home page.

1 Start your custom search from the home page.
2 Select the My search tab.
3 Go to Tools > My searches and click on Delete the search.

If you have been associated with a custom search, you can unregister at any time.

1 From the shared searches in the home page, right-click on the search.
2 Select Unregister me.

The search is no longer displayed on your screen.