2. Scan Search & Filter: Access the Property record, and find all related Inquiries, Availabilities, Deals & Leases to that Property.
Example: You can “view all” Leases in Merit Tower, or use filters to refine the views such as those expiring this year or filter Deals by a specific Stage. These filters are temporary (clear when you log out) and are personal.
Start off by accepting the License Agreement. Once accepted, select Save.
Now click on ⚙️ Settings on the right top corner of the app.
Enabling Searchable Objects
The first thing you want to do is to select and configure which objects users can search for. By default, Ascendix Search enables Accounts, Contacts, and Leads to be searchable.
Here is how to enable additional objects (both standard and custom ones):
Step 1: Select Object Manager Tab
Step 2: Check objects that should be available for search and click save
Enable Geocoding for Selected Objects
Ascendix Search can geocode your records and will let you search for data using maps. You should enable this feature for each object you wish to geocode:
Step 1: Navigate to Ascendix Search Setup ⚙️
Step 2: Select Object Manager Tab
Step 3: Select Mappable for the Objects you wish to geocode
Step 4: Click Configure
Step 5: Select a geolocation field (select a field with the address)
Step 6: Click Ok and Save
By default, we use OpenStreetMaps as a map provider. It’s free and doesn’t require any additional setup. We also support Google Maps. Google Maps allows for up to 25,000 map loads per 24 hours and requires a key with an associated billing account.
By default, Ascendix Search enables Accounts and Contacts to be searchable. To enable additional objects such as Opportunities, Leads, or Custom Objects, select the check box next to the appropriate object in the “Label” section of admin settings in Object Manager.
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 all the objects you want to become searchable.
Now you can select these objects in the Search for of Ascendix Search.
Ascendix Search supports displaying Aura Lightning Components as custom tabs in the record detail area, which can be configured for each searchable object and accessed by users with a Preview Panel. For Lightning Web Components, see below for additional instructions.
What you need to know about custom tabs:
You can define custom tabs for each object
In the record detail area, custom tabs will be displayed after all standard tabs
When a user clicks on a custom tab the custom component will be rendered
Your components must support the following interfaces:
As a System Administrator, navigate to the Ascendix Search component via the App Launcher
After Ascendix Search loads, click on the gear icon in the top right corner of the Ascendix Search component to open the Ascendix Search Setup dialog
Select the Object Manager tab
Click the Configure custom tabs button for the object you want to configure
Ascendix Search – Configuring Custom Tabs
Click the Add Tab button
Enter a Tab Label and the Component API Name. Include the component’s namespace and name in the format namespace:componentName. If you haven’t set a namespace prefix for your organization, use the default namespace c when referencing components that you’ve created
Click the Add button
Repeat the same steps for any additional tabs to be added
Click the Save button to close the Customize Tabs dialog
Click the Save button to close the Ascendix Search Setup dialog
Lightning Web Component (LWC) Considerations
Lightning Web Components cannot be directly displayed in a custom tab but can be displayed inside an Aura Lightning Component used as a wrapper. For example, to display the Ad-Hoc Lists component you would implement an Aura wrapper such as:
With this feature, Admins can define saved searches that are shared with all users. Users can select criteria values but are not permitted to select which criteria fields are available to search against.
To enable this feature:
Open Ascendix Search Setup (click the gear icon on the right top corner of Ascendix Search).
Navigate to Options
Modify Search Criteria > Set ‘Enabled only for Ascendix Search Administrators’ in the Modify Search Criteria
Ascendix Search: Enable Modifying Search Criteria only for Admins
If the admin has configured Modify Search Criteria as Enabled only for Ascendix Search Administrators and the user is not an admin, the following features are not available:
Add Search Criteria
Add Search Section
Delete Search Criteria
Delete Search Section
Create New Search
The users will be able to perform saved searches, use the defined fields to search for their Data, and can save them as their custom search.
Also, they will be able to export search results, mass edit records, and perform mass actions (e.g., add notes in bulk, schedule events).
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