Store a Set of Search Criteria
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Conduct a search.
You can't set up a stored search from an All Entities search screen.
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Select Save (stored search).
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Enter a title for the search in the field provided.
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Enter a description for the search in the field provided.
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Set the required visibility status for the stored search:
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Your user ID – Only you'll be able to see the stored search.
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Team – Select the team that should have access to the stored search.
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Designation – Select the required designation.
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Global – Make the stored search available for all users in your agency.
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Select Save (stored search).