FAQ-005-OPPORTUNITIES-How to create and save a search?

Contents

1. Creating and saving a search
2. Using dynamic filters
3. Applying a default search
4. Managing saved searches and shortcuts

1. Creating and saving a search

In the “Vehicles” and “Opportunities” modules, you can create and save searches.

First, go to the “Opportunities” module.

From this page, click on the “Filters” button.

Then click on the “Add a filter” button.

• Select the filter of your choice from the drop-down list.
• You can also type the name of the filter directly to make your search easier. You can also filter opportunities by fuel type.

Once you have configured one or more filters, click on the “Save search” button so that you can reuse the applied filtering later.

The “Creating a saved search” window then opens and lets you:

• give your search a title 1
• create a shortcut to the home page by ticking “Pin this search to my home page” 2
• choose in “Show this shortcut to” the entities and points of sale where the shortcut will be displayed. By default, they are all selected 3
• in the “Vehicles” module, tick “Set this search as default” to automatically apply this search when the list opens 4
• share the search with your entire entity or with all the entities in your group 5
• By default, sharing applies to the entity and only allows the saved search to be viewed.

To complete the save, click on the “Save search” button in this window.

2. Using dynamic filters

Some filters offer dynamic values:

• Current entity
• Current point of sale
• Current user

Unlike standard values, these options do not correspond to a specific entity, point of sale or user. They automatically adapt to the login context of the person using the search.

Good to know

• The “Current entity”, “Current point of sale” and “Current user” filters can be used on their own or combined with other filter values.
• Their value is recalculated each time the saved search or the associated shortcut is opened.
• A search containing a dynamic filter cannot be used for a periodic export.

3. Applying a default search

In the “Vehicles” module, you can choose a saved search that is applied automatically every time you open the vehicle list.

1. Create a search or open a saved search to edit it. It can also be a search that a colleague has shared with you.
2. Tick “Set this search as default” 1.
3. Click on “Save search”.

Good to know

• You can only have one default search. If you choose another one, it replaces the previous one.
• In the “Select a search” list, the default search appears at the top of your saved searches, marked with a star 2.
• It stays applied when you change entity, but not when you change group.

4. Managing saved searches and shortcuts

If you choose to pin your search to the home page, it will be displayed under “My shortcuts”.

Otherwise, by clicking on the “New shortcut” button:

• the list of your saved searches will be displayed, and you can choose the one you want to pin to the home page;
• the number of shortcuts is limited to 12 (all modules combined).

Displaying a shortcut for specific entities

If you work on several entities, you can restrict a shortcut to the entities and points of sale where it is useful to you.

1. From the “Vehicles” or “Opportunities” module, create a search or edit a saved search.
2. Tick “Pin this search to my home page”.
3. In the “Show this shortcut to” field that appears, select the relevant entities and points of sale 1. By default, they are all selected.
4. Click on “Save search”.

The shortcut only appears on the home page when you are logged in to one of the selected entities or points of sale. A shortcut added from the “New shortcut” button is displayed on all entities.

Saved searches that have not been pinned will be available in the relevant module:

• “Opportunities” module: your list of saved searches is displayed as soon as you click in the “Display” field.

• “Vehicles” module: click in the “Select a search” field to view your list.

Deleting a saved search

To delete a saved search:

1. Select the search in the relevant module.
2. Click on the pencil next to its name, then on “Delete”.
3. In the “Confirm deletion” window, click on “Yes” 1.

Good to know

• If the search was pinned to your home page, its shortcut is automatically deleted.