A good example of a client requested development that is now available to everyone: CustomerGauge users now have the option to bookmark searches – a small but helpful platform upgrade that allows users to save time by accessing favourite searches whenever they want.
It's simple to do. After you have selected your filters, data range and type in any report, and apply whichever filters you choose, click on the the blue star at the top right of the report page. A drop down menu will ask if you want to "Add this to Bookmarks", and the bookmark can be created by clicking on the link. And this is now available as a bookmark for all users in your CustomerGauge system.
Below is a screen grab of a mock search, with the "Add this on Bookmarks" option in the top right hand corner. Easy!
[caption id="attachment_4751" align="aligncenter" width="550"] Bookmarking searches is now available on the CustomerGauge platform[/caption]
And here it is, step by step:
[caption id="attachment_4762" align="alignnone" width="255"] 1. Add the favourite selection to the bookmark[/caption]
[caption id="attachment_4761" align="alignnone" width="255"] 2. Add a name for your bookmark[/caption]
[caption id="attachment_4760" align="alignnone" width="257"] 3. Select which one you want to show.[/caption]
It's available as an option for all CustomerGauge clients.