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PensionPro 2.0 - Using the Search Feature

Using the Search Feature allows a user to find information quickly and easily in both PensionPro and SalesPitch.

 

Tier Availability: Track, Core, Team, Essential, Premium, Business

Add-On Availability: SalesPitch

Security Rights Required: PensionPro searches require no security rights.  SalesPitch searches require the Access SalesPitch security right.

 

  Note: Tabs and fields will vary depending on the tier the user is on.

 

Where can you search?

In the Search bar, located in the upper left corner of any screen in PensionPro.

 

Search Display: 

The search results will be displayed on the Search Dashboard under the following Categories:

  • Clients
  • Companies
  • Contacts
  • Distributions
  • Employees
  • Plans
  • Projects (Essential, Premium, and Business tiers only)

The Search Dashboard display can be customized to show only the categories desired. Customize the view by clicking the Search Preferences (gear) icon in the upper-right corner of the grid. The user's Search preferences (a sub-menu of Preferences in the User Profile) displays. Here, the individual user can customize search preferences by selecting and editing the desired category. Users can also rearrange search order results and choose to expand specific categories automatically upon searching.

 

To Search:

  1. In the Search bar, enter at least three characters (Alpha and numeric). If more than three characters are entered, it will lessen the number of records returned.
  2. The Search feature will return matching data from the following fields:
    • Client: Client Name, Client ID, Search Text, EIN
    • Company: Company Name
    • Contacts: Full Name, Company Name, Email Address
    • Distributions: Full Name, the last four digits of the SSN, Plan Name
    • Employees: Full Name, Company Name, Email Address
    • Plan: Plan Name, TPA Plan ID, Search Text, Investment Provider Contract/Account Number
    • Contacts: Full Name, Company Name, Email Address, Phone Number
    • Projects: Plan Name
  1. Select the results returned in any Search Category by expanding the category and single-clicking the item.
  2. To included data from Terminated, Inactive, Completed, or Closed sources, click the Search Preferences (gear) icon in the upper-right corner of the grid. The user's Search preferences displays. Click the Edit icon to the right of the desired preference and use the Show Deactivated/Closed dropdown to expand the search to include this information.

If the user enters a very small number of characters or text, the returned results might be very large and lengthen the amount of time it takes for the search to finish. It is best to type as many characters as possible to limit the search results.

Search for Inactive Contacts

Contacts that have been made inactive will not appear in the general search results for contacts. To include inactive contacts in search results:

  1. Enter at least three characters of the contacts name in the Search bar.
  2. Click the Search Preferences (gear) icon in the upper right corner of the grid.
  3. Click the Edit icon next to the Contacts Category and update the Show Deactivated/Closed Preference to 'Yes'.
  4. Click Save
  5. Return to the Search Results grid, expand the Contacts Category and double-click the inactive contact's record.

Search for Deactivated Plans

Plans that have been deactivated will not appear in the general search results for plans. To include deactivated plans in search results:

  1. Enter at least three characters of the plan's name in the Search bar.
  2. Click the Search Preferences (gear) icon in the upper right corner of the grid.
  3. Click the Edit icon next to the Plans Category and update the Show Deactivated/Closed Preference to 'Yes'.
  4. Click Save.
  5. Return to the Search Results grid, expand the Plans Category and double-click the plan's name to open the General Plan Information grid.

 

Custom Search Text for Clients and Plans:

Search Text fields are available on both the Client and Plan General menus and are included in any search results. If a client or plan changes names, add the old name into the Search Text field, and if searched on, will appear in the results.   

 

Emailing from the Search Screen:

Send an email to a contact directly from the Search results screen:

  1. Search for the desired contact. 
  2. Expand the Contacts Category. 
  3. Click the Mail (envelope) icon to the right of the Contact's name. An email with the contact’s email address will appear from the user's default email application.

Important note:  If a new employee is added to PensionPro and only contact results are received when searching, make sure the employee has been assigned to a Location.

 

 

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