Saving Searches

You can save the search criteria that you use most commonly. This helps you save time, as you can open the saved search criteria and run them quickly. Only users with the Saved search - Create action can create global searches. You do not need this action to create personal searches.

To save search criteria:

1. In the Advanced Search view, create a search by entering the search criteria that you wish to save.
2. To save the search, click the Save button. You can also use the Save As option from the More button.
3. In the Save Search As window, provide the following details.
   1. Name: Type a name for the search criteria. Use a name that adequately represents the search attributes.
   2. Type: From the dropdown list, select the type of search. The options available are:
      1. Global Searches: A global search is available to all users. This option is not available to agents who have not been assigned the Saved search - Create action.
      2. Personal Searches: A personal search is available only to the user who creates it.
4. Click the Save button to save the search criteria.

Related Topics

1. Running Saved Searches
2. Running Simple Searches
3. Running Complex Searches