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Customize Your Search Defaults with Template Searches

You will learn how to create a Saved Search Template and use it to start new searches with your preferred filters, columns, and display settings already applied.

How to use a Template Search

A Template Search keeps your preferred search filter setup so you do not have to rebuild it each time.

  • Save your selected filters

  • Save your results column order

  • Save your Map view settings

  • Save your results display settings in Listing view


Template Search setup

Build your search with your desired filters.

Step 1: Search configuration

  1. Click Search in the navigation bar.

  2. Switch to the Filters view, to apply the filters you want to use by default.

  3. Adjust your Map view and Listing view settings.

  4. Reorder columns and add or remove columns in your results. Save the column template if it’s different than the existing column template.

Step 2: Save the search

  1. Click Save.

  2. Enter a name for the saved search.

Step 3: Assign your new search as a template

  1. Click My Searches, to view your search list.

  2. Find the saved search you just created.

  3. Click the star icon next to the search name.

New searches with template settings

When you start a new search, Perchwell applies your template settings automatically. Click New Search to start with your template’s filters, columns, and display settings.

You can adjust filters after you start a new search without changing your template. The Save button will have an orange dot when changes were made. Click Save New to save the new search.

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