Introduction
Any search filters used to find relevant Contacts or Outlets can now be saved within your account and effortlessly applied repeatedly going forward to find the same results!
Running the same searches time and time again can be repetitive and time consuming.
Create a New Saved Search
From the Contact or Outlet search page, apply the appropriate filters that you normally use to find relevant results:
Once you're happy with the search, click 'Create' in the area on the left:
Enter a Name for your search and click Save:
Success! A notification will confirm that your search has been saved:
Load an existing Saved Search
Click 'Load' to view all searches stored within your account:
Select a search to Load and view its results immediately. You may then select this updated list of results and save to a Group.
The text Filter can help you locate specific searches once you've accumulated a larger number of saved searches:
If a Saved Search has already been loaded, click the name of the search at the top then "Load Another Search" to switch between searches.
Clear a Saved Search
To clear an applied Saved Search and start-over, click the search name at the top and then Remove Search & Filters:
Update or Change a Saved Search
Load an existing search (using the steps above) and amend the search criteria by adding and/or removing filters.
Click 'Save' to save these latest changes:
A notification will confirm that your Saved Search has been updated with these latest changes:
Rename a Saved Search
Load an existing Saved Search and click Options.
Change the Name and click Save to apply the change.
Delete a Saved Search
Load an existing Saved Search from the list and click Options.
Click Delete Search:
Review the warning pop-up and either delete search or go back.
🚨Important: Deleting a search cannot be undone!
Common Questions
My Saved Search is producing different results now compared to before!
Search results may change over time as records within the database are constantly added, removed, or changed to ensure high accuracy of data.
Can I create a copy of a Saved Search without overwriting the existing one?
We are planning to implement a 'Save As' option in an upcoming release to allow this.
I want to undo or reset the changes I made to an existing Saved Search
We are reviewing options to introduce a way to reset any changes that were applied to a Saved Search, to ensure the original form isn't lost.
We hope you enjoyed reading this article! 📚
If you have any questions or would like to learn more, please don't hesitate to reach out to our support team via live chat. 🚀