Add Search Topic button

Click the button to add a new Search Topic.

Code

The Search Topic identification. Click the link to view or edit the Search Topic's details.

Description

The description of the Search Topic.

Delete

Click the Delete icon to delete a Search Topic.

Note

A red indicator denotes a required field or selection.

Code

The user-defined code; 10 characters maximum, spaces allowed. Search Topics are are items of significance that can be tracked and used as filters. Examples:

Email

REF

Car M&M

Description

The user-defined description of the Report Code; 40 characters maximum. Examples:

Resident Email Address

Unpaid Referrals

Car Make and Model

Save button

Select the Save button to save changes to the form.

1. From the eSite menu, select Setup—Global—Search Topics.
2. From the Report Codes Grid, click Add Search Topic.
3. Enter Code and Description information into the fields that appear, tabbing between fields. Use the Fields list for help.
4. Click Save.

1. From the eSite menu, select Setup—Global—Search Topics. The Search Topic grid appears.
2. Click the Code link to open a form where you can make the desired changes to the Search Topic. Use the Fields list for help.
3. Click Save.

1. From the eSite menu, select Setup—Global—Search Topics.
2. From the Search Topics grid, click the Delete buttonfor the Search Topic you want to delete. A confirmation message appears.
3. Click OK. The Search Topic is permanently deleted from the grid immediately.

 

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