Advice and answers from the essensys Team

Search results for:searching-for-records

Operate - Searching for Records

AvaIlable Search Features in essensys Operate… This means that when you search for a particular term, for example a name, Operate will not only find… Using the Global Search

Operate - Updating List Views

Customize how essensys Operate displays your records… Searching for Records… Sorting Records Searching through To edit the settings based on which the list view

Operate - List Views

Customize Record List Views in Operate… Searching for Records… Filtering Records

essensys Operate Contacts Overview

Read more about searching for records… Booking a Tour for a contact. Logging a Call for a contact… Here is where you can also search for your needed contact

essensys Operate Accounts Overview

Read more about searching for records… Booking a Tour for an Account. Logging a Call for an Account… Using Account Codes to match records from external applications

Operate - Deleting Records

Delete Records from essensys Operate… If you need to delete a record from Operate, search for the lead in the search box, or go to the relevant… Click Restore to return the record to the Operate Module: If you want to mass delete multiple records

Merging and Splitting Offices in essensys Operate

Merge and Split Office Product Records in essensys Operate… You can also have a look at using list views or searching through your records, if you have trouble finding… when you want to rent two (or more) rooms as one or split one room into two or more separate spaces for

Searching the Member Portal

Available Member Portal Search Features… name, for instance the search below is for Directors: When you type in the search box on the portal… latest members to join the Portal in Your New Neighbours on the Home Page: But if you are looking for

Operate - Records and Record Types

General Information about Records and Record Types in essensys Operate… Record types represent a way to categorise records, according to custom criteria… A Record type example can be the kind of customer account you’re setting up; for instance: a broker or

Operate - Viewing and Updating Records

View, Update, Delete, Copy Records, See Record Events in essensys Operate… Billing for any financial records); then find your desired record in the list… Export your records for use with other applications; such as Excel or accounting tools