Advanced Search Groups

Through Advanced Search Groups screen, you can add new custom search groups in Advance Search screen. Each such search group contains search filters based on which the customer details can be extracted. You can also add search groups to simple search, which will be displayed in the Simple Search dialog box in applicable screens.

Follow these steps:

1. On the System Administration module, click Customer Care, click Search, and then click Advanced Search Group.

2. In the Search Type drop-down, select Advanced to define search groups for advanced search. Select Simple to define search groups for Simple search.

3. Click the Add link to add a new row where you can enter the new search group details.

4. In the Group Name box, enter the search group name.

5. In the Display Name box, enter the display name for the search group.

6. Clear Visible check box if the group should not be displayed.

Note: By default the Visible check box appears as selected.

7. Select the Is Main Header radio button to place the search group as the main header.

8. Change the order in which the search groups should appear on the screen by clicking the up and down arrows.

9. Repeat the procedure to add multiple search groups.

10. Click Save to add the search group details.

Note: The group elements in the group should be defined in Group Elements screen after the group is defined.