Save Searches

Owned by Rebecca David
Last updated: Dec 11, 2024
2 min read

Save a Search

  1. Any search run can easily be saved and run again later.   Saved searches are Live and Current as at the time of running.

Create

  1. Create your search using the Always Available Search (refer here for more information).

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Save

  1. After you have click on Search and got your results Click on Save.

  2. The saved search window will open.

  3. Give your saved search a name.

  4. Then a description.

  5. Change the icon if required.

  6. Click on the down arrow for selecting which folder you want your saved search to be filed in.

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  1. Select whether you want your saved search to be read only or editable. Click here for more information on editable saved searches.

  1. From the contact picker choose “Who can view this search? (Applicability)”.

  2. From the contact picture choose “Who can edit this search?”.

  3. Click Create.

  1. Your search will be located in the folder you chose.