Searching for Account Values

1. Using the Data Operations personaA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Account Values from the Financials menu. Or select in the universal menu, and then select Account Value Search under Accounts.

2. Choose a saved search or create a new search and then use it.

   Use a saved search

   1. Select Load Search, and then select an option to list saved searches in a popup:

      • Private to choose from searches saved for your use only.
      • Public to choose from searches saved for everyone.
      • Shared to choose from searches available to specific groups.
   2. Select for the search you want. Criteria from the search are loaded. You can change them if necessary. If you do and you want to save the search:

   1. Select Save Search, then use the Save Search dialog to name it and select a security type for it:

      • Private if for your use only.
      • Public if for all operators. (You may not have this option.)
      • Shared if for just a specific group, and then pick a security ruleSecurity rules are used to control access to specific tools, controls, pages and other features in SalesConnect. Each security rule includes roles and/or operators who will have access to the items secured by that rule. or define a new one including the needed rolesRoles are linked to security and personas in SalesConnect. Each role represents a group of operators who perform similar tasks and who need access to similar features. Each operator is assigned to at least one specific role. Roles may be included in security rules and in territory category definitions, too. or operators.
   2. Select Save on the Save Search dialog. The search is now available using the Load Search option.

   3. When ready, select Search on the Search page. Search results are displayed.

      • You can select Criteria Applied to show the search (blue) and sort criteriaIn a query, a criterion is a single point of comparison. For instance, one criterion in a query might be reps in the state of Michigan. Query and search criteria are based on properties in the primary SalesConnect objects associated with the type of connection or other record which the query or search finds. (green). You can select X for any criterionIn a query, a criterion is a single point of comparison. For instance, one criterion in a query might be reps in the state of Michigan. Query and search criteria are based on properties in the primary SalesConnect objects associated with the type of connection or other record which the query or search finds. to remove it.
      • You can select Back to Criteria to add to or change the search criteria.
      • You may be able to use tools to print or export the displayed results or to perform other tasks. See Table Tips for more information.
      • You can select a link to display the appropriate detail page.
   Create a new search

   1. If criteria from an earlier search are displayed and you no longer want to use them, you can select Clear All, or select Criteria Applied, and then X for individual items to clear them.

   2. Type or select criteria to include in the search.

      Tips

      • Range fields provide a set of From and To fields, so that you can search using a range of values. The first (From) value must be lower than the second (To) value.
      • For some fields, you can select to display a popup you can use to select a date and/or time.
      • You don't need to include dollar signs or separators like commas when entering dollar amounts.

   3. If you want to save the search:

      1. Select Save Search, then use the Save Search dialog to name it and select a security type for it:

         • Private if for your use only.
         • Public if for all operators. (You may not have this option.)
         • Shared if for just a specific group, and then pick a security rule or define a new one including the needed roles or operators.
      2. Select Save on the Save Search dialog. The search is now available using the Load Search option.

   4. When ready, select Search on the Search page. Search results are displayed.

      • You can select Criteria Applied to show the search (blue) and sort criteria (green). You can select X for any criterion to remove it.
      • You can select Back to Criteria to add to or change the search criteria.
      • You may be able to use tools to print or export the displayed results or to perform other tasks. See Table Tips for more information.
      • You can select a link to display the appropriate detail page.