Using Custom Search Filters in IRIS

Filter For New Enquiries In IRIS (When Sent From PIV)

Enquiry->Open
Operating Bureau->London Editorial

Filter For New API Enquiries – R&M & Cision Nordics

Enquiry->Open
Operating Bureau->India Operations
Enquiry Subject->'CAPI*'

Search Filters To Use When You Need To Find By:

CAPI Number:

Enquiry->Select
Operating Bureau->All
Enquiry Subject->'CAPI order <capi>'

PIV Order Number:

Task->Select
Operating Bureau->India Operations
Task Description->'*PIV<number>*'

Release Headline:

Task->Select,
Operating Bureau->All
Release Headline->'<some text>*'

Editor:

Task->Open
Operating Bureau->India Operations
Processing Editor->'firstname*'
Can filter by date range to make it specific

Client:

By Open Orders:

Order->Open
Operating Bureau->India Operations
Supplier Customer->'Customername*'

All Enquiries For A Day:

Enquiries->Open
Operating Bureau->India Operations
Supplier Customer->'customername*'
Show Range from Date->'from', To Date-> 'todate'

Open Tasks for India: (Pending, In Progress, Pending QA, Pending Approval, Pending Distribution)

Task->Open
Operating Bureau->India Operations