How to Save and Manage a Search

This article teaches users how to save, load, edit, and delete a search. 

How to Save A Search

To save a search, complete the following steps:

1. Click on the “Search” tab.
2. Click “Clear” to remove any previous criteria.
3. Add any filters and click the “Search” button to generate results. 
4. To begin to save the search, click the “Floppy Disc” icon.
5. Type the search name in the “Type Shortcut Name” field and click the “+New Search” button to save your search.
6. The saved search name will appear in the area below.

How to Load A Saved Search

To load a search, complete the following steps:

1. Click on the “Search” tab
2. Click the “Floppy Disc” icon.
3. Find the name of your saved search and click the “Checkmark” icon.
4. Make any new additions to your previously saved search, or click the “Search” button. 

How to Edit a Saved Search

To edit a saved search, complete the following steps:

1. Click on the “Search” tab
2. Click the “Floppy Disc” icon.
3. Find the name of your saved search and click the “Checkmark” icon.
4. Edit or add new search criteria and click the “Floppy Disc” icon to resave your search.
5. Click the “Search” button to update your search. 

How to Delete a Saved Search

To delete a saved search, complete the following steps:

1. Click on the “Search” tab
2. Click the “Floppy Disc” icon.
3. Find the name of your saved search and click the “Trash Can” icon.
4. When prompted, click “OK” to confirm that you want to delete the search.

Related to

• Save a search
• Manage a saved search

Updated June 26, 2024 23:47