Search and Dashboard Metrics Enhancement

Search and Dashboard Metrics Enhancements

What's new?

Aspire now makes it easier to create actionable dashboards and find the data you need quickly. You can create a dashboard metric directly from a saved advanced search list, with your filters and settings pulled in automatically. Aspire also now supports hourly auto-refresh for dashboards, and the search bar (Omnisearch) has been expanded to include phone numbers, emails, and property addresses, helping newer users build more intuitive workflows and locate information faster.

Requirements

• You need Full Advanced Search Access to create dashboards.

  • If this permission is turned off, you’ll only be able to view advanced search lists shared by others. Your default list stays the same unless you set a new one or an admin shares a new default list.

• You must have permission to view the data source you're working with (like Opportunities, Properties, Work Tickets, etc.).

Configuration

To configure hourly refresh:

1. Select your profile icon to go to the User screen.

2. Scroll to Application Preferences > Application.

3. Switch Hourly Dashboard Refresh to On.

Once this is on, your dashboard metrics will refresh automatically every 60 minutes while you’re looking at the dashboard.

Overview of the new functionality

Create a metric from an advanced search list

If you’ve saved an advanced search list with filters, grouping, and sorting applied, you can now convert that list into a dashboard metric:

1. From any module, open an advanced search.

2. Apply filters, grouping, and sort settings.

3. If you haven’t already saved the list, select Save.

4. Click the More actions (three-dot) menu > Create metric.

5. Aspire opens the Create Metric modal:

   • Element type is pre-filled as Advanced Search.

   • Selected search list is also pre-filled.

6. Fill in the rest of the metric configuration (name, threshold, dial type).

7. Select Save.

8. You’ll return to your search list.

How to use the improved search

You can use a letter or a combo of letters before your search term to focus on one type of record. For example:

• c = Contacts/Companies
• cn = Contact by phone number
• ce = Contact by email address
• p or pa = Property or Property by address
• o or j = Opportunities
• t = Work tickets

Examples:

• Typing pa 123 Main returns any matching properties by address.

• Typing ce jsmith@example.com returns matching contacts by email.

Without a prefix, Aspire searches across multiple object types:

• Property: Returns active properties by name within your accessible branches.

• Contact: Matches by first or last name (excludes API credential records).

• Company: Returns active companies by name if you have the View Companies permission.

• Issue: Matches issue number, activity number, or subject line.

• Opportunity: Matches by number or name.

• Invoice: Returns results by number if you have the View Invoicing permission.

• Receipt: Returns matching receipts by number if you have the Create Receipt permission.

• Work ticket: Matches non-canceled tickets by ticket number

• Phone number: Matches any contact (and associated company) by phone number, including mobile, home, office, and fax. The search supports common formatting variations (e.g., (123) 456-7890, 123-456-7890, 123.456.7890, 1234567890).

• Email address: Returns contact records that match the entered email address. Partial matches are supported, and the search adapts to different email formats.

• Property address: Matches property records by street address. Search considers Address Line 1, Address Line 2, City, State, and ZIP, but at least part of the street address (line 1 or 2) must be entered. City, state, or ZIP alone won’t return address-based results.

Keep in mind

• Search lists must be saved before they can be used to create dashboard metrics.

• Auto-refresh only works when the dashboard is being viewed.

• Metrics from saved searches keep their filters, so the drill-downs stay accurate and usable.