How to Push Lookups to Other Users

Admins can now create, push, edit, and retract lookups to ensure consistent views across users. Features include:

• Pushing saved lookups to any user.

• Editing existing lookups and applying changes to all assigned users.

• Retracting lookups to remove them from users’ lists.

How to push saved lookups to other users:

Step 1:

Locate the Create Lookup page and select one of your saved lookups.

Step 2: 

Click the Push button.

Step 3:

Select the users you want to push the lookup to and click  Save   

Editing existing lookups and applying changes to all assigned users:

Step 1:

Select the saved lookup you would like to edit (we will use the "calling list" lookup as an example again) and change the criteria in your lookup.

 

Step 2: 

Click Save. Then the 'Save Search' window will pop up. In this window, you can make further adjustments if needed. Once you're done, click the  Save  button. 

Step 3:

A window will pop up, asking if you want to update the lookup that already exists. Click 'OK' to proceed. 

Retracting lookups to remove them from users’ lists:

Step 1: 

Select the saved lookup you want to retrack from users' lists.

Step 2:

Click the Push button. 

Step 3: 

Uncheck the users that you wish to not have this lookup. We selected Marie Currie for this example. Once you've unchecked the users, click  Save