Store a Set of Search Criteria

  1. Conduct a search.

    You can't set up a stored search from an All Entities search screen.

  2. Select Save (stored search).

  3. Enter a title for the search in the field provided.

  4. Enter a description for the search in the field provided.

  5. Set the required visibility status for the stored search:

    • Your user ID – Only you'll be able to see the stored search.

    • Team – Select the team that should have access to the stored search.

    • Designation – Select the required designation.

    • Global – Make the stored search available for all users in your agency.

  6. Select Save (stored search).