Saving Searches
Posted by Gary Bild on 18 June 2015 11:05 AM

Saving Searches

Saving a search template allows you to use an already customized search template again and
again. It can be further customized and renamed for other uses. When saving a search
template you can give it any unique name you want.

When you have a search template with the desired fields in the desired criteria containers with or
without values in the fields, you can save the template by hovering over Save Search.

This will save a search template, a search template with criteria in some fields, and save a
specific search for a customer. When you save a search for a customer and associate or tie that
search to that customer in the Contact Manager, it starts the auto – search process. You can
also save a search to a customer in the Contact Manager module.

Save Search allows you to update an existing search template with new fields and/or data.
Save Search As allows you to give a new template or search a name.


For the full article  please view the full Guide


Save Search Video  less than 10minutes



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