Group Element

The group elements are custom search filters added to the search group. These filters appear in Advanced Search screen and in the customer search lookup based on which customer details can be extracted.

You can add the most appropriate custom search element/filters to a search group in Advanced Search Group Elements screen.

Follow these steps:

1. On the System Administration module, click Customer Care, click Search, and then click Group Element.

2. In the Search Type drop-down, select Advanced to define group elements for advanced search groups. Select Simple to define group elements for Simple search groups.

Note: The search groups defined in the Advanced Search Group screen appear in the Search Group drop-down.

3. In the Search Group drop-down, select the group for which you want to define the group elements.

4. Click Add to define a group element.

5. In the Element drop-down, select the search element for the group.

6. In the Display Name box, enter the name, which will be displayed in the Advanced Search screen.

7. Clear Visible check box if the element should not be visible.

Note: By default the Visible check box appears as selected.

8. Depending on the requirement, select the appropriate option from the drop-down under Partial/Exact column. If you want to enable the search based on any partial or matching information entered in the filter then select Partial. If you want to search the customer based on the exact information entered in the filter, then select Exact.

9. Decide the order in which the search elements should appear in the screen by clicking the UP and DOWN arrow buttons under Display Order column.

10. Repeat the procedure to add multiple search elements to the selected group.

11. Click Save to add the search element details.

Note: As each group element (also known as Search Filter) is associated with a search group. So it is mandatory to define a search group before creating a group element.