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control_marketing_and_adv_explorer_manual_ch_5_-_search_configuration_instruments [2019/01/30 09:22] (current) |
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+ | This instrument allows the user to select the type of search to be performed. | ||
+ | * Customer | ||
+ | * Contact | ||
+ | * Order/ | ||
+ | * Estimate | ||
+ | * Activity | ||
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+ | {{:: | ||
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+ | Almost every other instrument subscribes to the result type and adjusts based on its selection. | ||
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+ | ==Search Categories Instruments== | ||
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+ | This instrument shows a tree of categories that can be searched on in Advanced Explorer. | ||
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+ | Expanding a node in the tree will show all subcategories. | ||
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+ | ==Search Criteria Instrument== | ||
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+ | This instrument shows a list of search criteria. | ||
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+ | The Search Criteria Instrument operates in two distinct modes: Static and Linked. | ||
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+ | ==Search Tree Instrument== | ||
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+ | This instrument displays the full advanced search (as currently defined) that will be run. | ||
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+ | To execute the search, click on the " | ||
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+ | ==Saved Searches Instrument== | ||
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+ | This instrument displays a list of saved searches. | ||
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+ | The users selects the query by double-clicking on the saved search or clicking on the saved query and selecting " | ||
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