Updating a Saved Search

You can make changes to your saved searches using the action buttons located beside the Saved Search drop-down list.

To update a saved search:

1. Select the Find menu button and select the entity that the Saved Search is saved under from the Find drop-down list, for example Company.
2. Select the Saved Search you wish to update from the Saved Search drop-down list.
3. Select your new search criteria and click on the Find button. Your new search results are displayed.
4. Select the Update action button at the top of the screen.
5. When the Saved Search details box is displayed, you can change the name of the saved search if you wish.
6. Select Save.

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See Also:

Basic Search Techniques

Searching for a Person

Searching for a Company

Finding an Opportunity

Finding a Case

Finding Solutions

Combining Search Criteria

Creating a New Saved Search

Deleting a Saved Search