1 Reply Latest reply on Aug 16, 2013 2:59 PM by Jeremy Feist

    Saved Search Favorites Editing

    Kevin Stickels

      ePDM, I have added a couple of search favorites using the Card tab. Currently, the tab defaults to our CR card (alphabetical list) I can use the drop down to choose the ECO card but is it possible for me to create the saved search to just give that particular option? This is for users that are not particularly comfortable using the search tools (if you know what I mean)...if I can "idiot proof" it as much as possible for these casual users.

        • Re: Saved Search Favorites Editing
          Jeremy Feist

          you are probably better off making a new search card for them to use - you can save a copy of the ECO card as a search card for starters.

           

          I heard from the developers that they never intended for people to routinly use the "complete search" card that comes with the software, it was supposed to be for special cases or as a starting point for your own search card.