For optimal search performance, you might need to design specific search templates to be made available to cxReveal users.
A search template defines the fields for which a user with access to the template can access. Designing a search template enables you to provide only the necessary search fields while removing from access unnecessary or sensitive fields.
Additionally, you can configure session list templates. When a search is run, the results are displayed in the search results page, which uses a session list template to define which fields to display. A session list template can assist CSRs in finding the most relevant information for customer service.
Later in this process, you can specify search templates for individual users and groups and default session list templates for all cxReveal users.
These templates can then be assigned to the cxReveal Admin and cxReveal User groups as needed. You might want to assign different search templates to each group.
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