In this article:
You will learn how to create a Template Search and use it to start new searches with your preferred filters, columns, and display settings already applied.
Template Search contents
A Template Search keeps your preferred search 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 the way you want it to look, save it, then set it as your template.
Step 1: Search configuration
Click Search in the navigation bar
Apply the filters you want to use by default
Adjust your Map view and Listing view settings
Reorder columns and add or remove columns in your results
Step 2: Search saving
Click Save Changes
Enter a name for the saved search
Step 3: Template activation
Open the Saved Search dropdown
Find the saved search you just created
Click the Template icon next to the search name
New searches with template settings
Create a new search and Perchwell applies your template settings automatically.
Click Create New Search to start with your template’s filters, columns, and display settings.
Click the P icon in the top left to refresh and reset your current search back to your template defaults.
You can adjust filters after you start a new search without changing your template.
Tips
Use these guidelines to keep your templates easy to find and easy to maintain.
Keep one active template at a time.
Update a template by editing that saved search and clicking Save Changes again.
Use clear naming so you can spot templates quickly in the Saved Search dropdown.
Remember that templates save search settings, not contacts or client data.
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.