Search Result

Search results are displayed in the default tile view below the search criteria. Record counts are displayed on the toolbar line above the tile view.

For example, 0 of 100 (+) means there are 100 records on one page, the + indicates there are more records. Click + to view the total number of records. Assume the example shows 0 of 100(399), then there are 399 result records with 100 per page.

Based on the type of layout(tile/grid) selection, the results toolbar allows:

• Add new records

• Switch Layout (Tile or Grid)

  Tile view only displays 3 lines of text.

• Start a Workflow

  The Workflow allows you to perform mass function, for example: assign a bunch of contacts to a new Rep.

• Export to Excel (Only available in Grid View)

  From the grid view, you can Export to Excel your search results. In the search results, select the records you want to export by using the check boxes on the left or the Select All check box.

• Options are specific to record types

  Under the results Options you will see the most common options available for the selected entity record type.

• Select All - selects all the search result records in every result page.

• Delete - deletes a specific record or multiple records based on the selection.

• Select Fields (only on grid view) - provides a list of available columns that can be added to ONLY the grid view search results.

• Sort - displays your list in either ascending or descending order.

• Group - allows you to organize your records in similar categorizes such as finding all companies in a particular zip code. Each company will display in the appropriate category.

• Mail Merge - allows you to merge your selected search data into a mail merge Word Template.

• Email Merge - allows you to merge the selected records into an email.

• Report - offers a list of valid reports for the search record/entity type. Select a report and run against the selected data. The report opens as a PDF file which can be saved.

• Merge - you can group related records together and track them under one primary record. For more details, refer Main Entities for additional information on each function.