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Search Setup

Evan Nelson avatar
Written by Evan Nelson
Updated over a year ago

What we'll review:

Enable Searches

Search Names

Search Descriptions

Configure Researchers

Enabling Searches

Searches must first be enabled in the client type settings to be available.

To navigate go to Sales> Client types >Search Options

From here you can enable what searches you want to make available to your clients. A client must have "ability to order single searches" enabled in the system to order these searches outside of a package.

Search Names

Each search type can be renamed globally, under Admin > System Settings > Search Names. However, it is not possible to change search names on a per-clients or per-client-type basis.

Search Descriptions

Under Admin > System Settings > Search Descriptions you have the ability to add a description to each search type. Your customers can view this these by hovering over "info" when on their ordering screen:

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Researchers

Remember that searches must have a researcher assigned to them. Please view Adding Researchers and Configuring Researchers for next steps.

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