Powerful Document and Process Step Search

CourseSales.com version: 4.55
Powerful Document and Process Step Search
Version 4.55
Released 24 April 2009
Implements three new searches of documents
  • Course Administrator
  • Sales Agent

This release implements powerful new search features for documents and process steps:

Search type 1

Free text search on documents - including names, email addresses and notes

Optionally constrained by date range (date of course or date document was received or updated)

Optionally constrained by course type and / or provider

Search type 2

Search by next action - look for work assigned to a particular person

Search type 3

  • Search by process step - look for documents at one or more process steps

  • Optionally constrained by sales agent

Find the documents you want more easily Find documents at particular stages in the process more easily