Enabling Ad-hoc Lists For Additional Objects

    Learn how to enable ad-hoc lists for objects other than Accounts and Contacts

    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.

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

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

    You are done!

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

    Further Reading