Ascendix Search Admin Guide

Enabling Ad-Hoc Lists for Additional Objects

Tagged with: Search, Configuration

By default, Ascendix Search enables Ad-Hoc Lists for Accounts and Contacts.

To enable additional Ad-Hoc Lists such as Opportunities or Leads:

Step 1. Click on the gear icon in the top right next to the pop-out window icon to open Ascendix Search Setup.

Navigating to Ascendix Search Setup

Step 2. Select the check box next to the appropriate object in the “Ad-Hoc Lists” section of Admin Settings in Object Manager.

Ascendix Search Enabling Ad-hoc lists

Step 3. Click the Security button and select the profiles to grant access to this Ad-Hoc List relationship and Save

Set Ad-hoc list security

You are done!

Watch this video to see how to create your Ad-Hoc Lists:

Further Reading:

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