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Saving Searches

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Saving a search allows you to quickly perform that search again, and is particularly useful if you often search for the same set of records, or if you are using the Mass Notifications feature. For more information about the Mass Notifications feature, see the article "Using the Mass Notifications feature."

To save a search:
  1. From the Search screen, perform the desired search.
  2. In the Filters area, click the Save icon. The Save Search Criteria window opens.
  3. Enter a name for the saved search criteria, and then click Save. The search is saved. Searches are saved for individual users, and cannot be shared.
To run a saved search:
  1. From the Search screen, click the Bookmark icon. A list of saved searches appears.
  2. Select the saved search from the list. The criteria is populated, and the search is run automatically.
To delete a saved search, click the Bookmark icon, and then click the Delete icon next to the saved search.

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