CRM Advise Creating Views Using Advanced Find

Introduction

An Advanced Find is a querying tool in Advise. It allows a user to create views of student data that can be used to populate dashboards, reports, communication member lists among other things.
 

 

Click the Advanced Find Icon (the funnel) in Advise. CRM Advise Dashboard

 

Select the appropriate entity to build your view. In this example, select People.

Settings for building a CRM Advise Dashboard

 

Click Select below the People entity and click Status. In the next column, be sure it says Equals and then click the next field. This will turn into an empty field with three dots.

 

Settings for building a CRM Advise Dashboard

 

 

Settings for building a CRM Advise Dashboard

 

 

 

 

 

 

 

Click the three dots and Select Active. Click the right arrows and click OK. Settings for building a CRM Advise Dashboard- List Tools

 

CRM Advise List Values Settings

 

Click the Select under the Status field and select Relationship Type.

 

 

 

 

CRM Advise List Values Settings

 

Click the next column to say Equals and then click on the next field that says Enter Value: Relationship Type. This will also come up as an empty field with three dots. Click on the three dots and select Student, click arrows and then OK.

CRM Advise List Values Settings

 

Click on Select below the Relationship Type and select Academic Level. CRM Advise List Relationship Settings

 

Click the next column to say Equals and then select the next field to say Enter Value. It will turn into a blank field. Click the magnifying class for options.

CRM Advise List Relationship Settings

 

In this dialog box, click the box next to Undergraduate, click Select and click Add. CRM Advise Record Query Settings

 

Click on Select below Academic Level and select Attributes. CRM Advise Academic Level List Tools Settings

 

In the next column, click on Equals and change it to say Contains. CRM Advise Academic Level List Tools Settings

 

In the next column, click Enter Text. Type SON: CRM Advise Academic Level List Tools Settings

 

Click Save As. CRM Advise Academic Level List Tools Settings

 

Name your saved view and add a Description, if you wish. Click Save.

CRM Advise Academic Level Query Save menu

 

It’s important to note that when you click “Equals” in building your views, this means EXACT. If you need to search for something that might be in an longer list, such as and attribute, choosing “Contains” would be the better option as you are not held to the strict language parameters that “Equals” requires.

 

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Details

Article ID: 11009
Created
Fri 6/9/23 11:53 AM
Modified
Fri 6/23/23 9:18 AM