How it Works

The tool is easily accessible through a "Search View" button on the record page. This feature relies on user-configured searches, allowing you to set up and initiate saved searches that are relevant to your specific context. It not only displays detailed data about the record but also supports various calculations, enabling comprehensive analysis directly within the interface. One of its key features is advanced conditional filtering, which dynamically highlights rows in your search results based on your defined criteria or statuses, significantly enhancing data clarity and usability.

• Use Cases

With this tool, a sales manager can use it to instantly access and analyze customer purchase histories directly from a customer record, facilitating personalized sales strategies. In finance, an accountant might leverage this feature to scrutinize transaction records for discrepancies or to conduct in-depth financial analysis, directly enhancing accuracy in financial reporting. In inventory management, this tool can provide immediate insights into stock levels and movements, aiding in efficient inventory planning and control. Similarly, in project management, it can offer project managers real-time visibility into project statuses and resource allocations, aiding in more effective project oversight.