How can I include inactive records in my search?
Start the session on the entity, and before you click the OK button, click the Advanced Options button
The box will open out and, from the options available, tick the Include Inactive checkbox
From the Search Criteria in the All section, choose the Inactive search to view just the inactive records
Can I view the list in a different format to my search?
Example: I have found the locations I need to visit, but want to to see the customers based there:
From the Search Criteria in the Convert section choose the format for your list.
How do I see who’s been followed up after a contact or meeting?
Start the session on the contact or meeting entity and add searches for Date Range or Recorded By (Active Emps) to limit the number of records listed.
- From the Search Criteria in the Convert section choose Customers Followed Up (or Customers Not Followed Up)
- Click the OK button to convert and in the next box that appears you can choose the follow up period and the type of contact that counts for the follow up (Ctrl+click to multi select)
Can I view a list of future appointments?
Start your session on Contacts, and before you click the OK button, click the Advanced Options button
In the box that opens tick the Include Appointments checkbox.
From the Search Criteria in the All section, choose the Appointments search to view just the future booked appointments
How can I get back to the search when I’ve opened a record?
Click the X button at the top right of the record on the blue bar to close the record and return to the Data Explorer list.
Why can’t I save a complete session?
Sessions generally comprise of one or two very simple searches which are easy and quick to do when you need them.
More complex sessions tend to include many variables in the search filters (e.g. dates, list selections, conversions, etc) and in the query type (where, exclude, plus, only) so it becomes impossible to save the session as each time it was run the options would need to be confirmed.
For complex sessions that you might want to revisit at a later date we recommend taking a screenshot, or saving the particular searches you use frequently to favourites.