Save a Search

About this feature: Saving a search can be a useful way to save criteria that are used frequently. There is not a limit to the number of searches an administrator may save. 

IMPORTANT: Saved searches are unique to the administrator and the feature in which it is created. Your saved searches are not available to other administrators or in other menu options. 

  1. Run a search in any place where the search feature is available (i.e. Communicate >> Send Email; People >> Search, etc.) 
  1. Set search parameters 
  1. Click the [Save] button 
  1. Name the search (200 characters maximum) 
  1. Optional: “Pin” this search so that it can be run easily from your Home page at any time 
  1. Click the [Save] button 
Updated on June 28, 2021

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