We added a drop-down button next to the Query Builder to provide users with additional actions after building their queries.
We improved the overall user experience by moving these convenient post-query actions next to the Query Builder, streamlining data management tasks.
Dropdown Actions
Create Segment: Users can create segments based on their query results. Note: First search for the records, then save the parameters to a segment.
Add to List: Enables users to add query results to a list. Note: First search for the records, then save the parameters to list your results.
Add Tag: Users can now tag query results for easy organisation. Note: First search for the records, then save the parameters to tag your results.
Export to Excel: Allows users to export query results to an Excel file. Note: First search for the records, then save the parameters to export your results.
Export to CSV: Enables users to export query results to a CSV file. Note: First search for the records, then save the parameters to export your results.
Minimal Disruption
We understand that change can sometimes be challenging. Rest assured, this transition will not disrupt or require any immediate action on your part. You will find that the functionality you are familiar with remains the same.
Before
After
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