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:
- 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.
- Select the Saved Search you wish to update from the Saved Search drop-down list.
- Select your new search criteria and click on the Find button. Your new search results are displayed.
- Select the Update action button at the top of the screen.
- When the Saved Search details box is displayed, you can change the name of the saved search if you wish.
- 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