Creating Advanced Searches

Creating Advanced Searches

Advanced Searches are the most powerful and flexible method for returning specific information from your CRM database. They allow you to quickly see exactly what you’re looking for and also form the foundation of reports created in the Report Assistant.

  1. Click the Search Bar.
  2. Click Advanced Search from the drop-down menu.
  3. Click Create New Search in the upper-left of the new window.
  4. Specify which area of AE CRM you want to search in.
  5. Create your search criteria.
    • Select fields you want to search by from the left. You will be prompted to enter your criteria for that field.
    • You may specify more than one criteria for any field chosen. Be sure to set your logical operator (AND, OR, NOT) correctly.
    • If you select more than one field be sure to set your overall logical operator (AND, OR) correctly.
  6. Choose how to use this search:
    • Click Apply to view your search results.
    • Click Save & Apply to save this search definition for later use before viewing the results. Advanced Searches used with the Report Assistant must be saved before use.

Advanced Search Examples

See all clients belonging to two or more particular Advisors

  1. Create a new Record Advanced Search.
  2. Select the Record > Classifications field.
  3. Select Client from the left list (either double-click or use the Add button).
  4. Click Save changes.
  5. Select the Record > Advisor 1 field.
  6. Select two or more Advisors from the left list.
  7. Set the Logical Operator to OR.
  8. Click Save changes.
  9. Set the Logical Operator for the entire search to AND.
  10. Save or use the definition as needed.

See all incomplete Actions for your entire firm.

  1. Create a new Action Advanced Search.
  2. Select the Actions > Actions Fields field.
  3. Select Action Required from the drop-down.
  4. Select Is True.
  5. Click + Add Criteria.
  6. Select Complete from the drop-down.
  7. Leave Is True unchecked.
  8. Set the Logical Operator to AND.
  9. Click Save changes.
  10. Click Close.
  11. Save or use the definition as needed.

Tip: Add another criteria of Assigned To and set the overall Logical Operator to AND in order to see incomplete Actions for one particular User.
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