Search Catalog

Updated 2 years ago by dustin keir

The Search Catalog stores Advanced Searches so that you can retrieve the searches at a later time. Each saved search stores all of the information set up in the Advanced Search dialog box.

While setting up the search criteria, you can specify generic values in your searches to make them reusable for different users and at different times. For fields that take Maximizer users as values, you can specify the current user as the value of the field. For date fields, you can specify values in relation to the current date, such as today, next month, and current fiscal quarter. Each time the search is run, values for the current user and values relative to the current date are retrieved.

While saving the search, you can select a column setup to display automatically whenever the search is retrieved. You can also specify that the values in the search may be changed when the search is run. When the search is retrieved, users are prompted with the list of fields specified in the search. Users can change the values specified for each field.

Catalog searches are integrated with different features in Maximizer, including the following features:

  • Retrieve entries from a saved search automatically when you first open the Address Book page.
  • Subscribe Address Book entries retrieved from a saved search to new automated campaigns.
  • Link a dashboard indicator to a catalog search.
  • Link an icon on the Quick Search toolbar to a saved search.

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