Navigating in Convier
Convier has functionality for exploring and analysing data in different ways, depending on the usecase.
Search for an object
To see and explore all the data related to some entity (e.g. a customer), you can search for that object to open the corresponding object view. The search bar is always found at the top of the page. Clicking the search bar will reveal which information is searchable in the platform. Typically it is possible to search for a Customer, an Account, a Task etc. When you start typing in the search bar, additional hints will show up to help show which data values you can use to search for each object type. In the example below, a Customer can for example be searched by Name or Customer ID Number. Select the object type and value you are searching with to make the search quicker. Hit Enter to search.
Navigating with links
A lot of the components in the Conviers views are clickable, and will take you to the object view of the element you are clicking. Some examples of clickable elements that will open an object view:
- Property links
- Object list charts
- Table charts
- Clicking a row in Browse
If you have Convier open on a wide screen, the new object view will by default open in the right side-panel. Use “Move” to change the display location.