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Using an Existing Saved Search

There are a number of predefined saved searches available within different Find screens that you may find useful. For example, the My Companies saved search—available from the Find Company screen—is set up to return a list of all of the companies assigned to you. The My Cases In Progress saved search—available from the Find Case screen—returns all the active cases currently assigned to you.

To display a predefined saved search:

Select the Find menu button and select the entity that the saved search is contained within.
Choose the saved search you want displayed from the Saved Search drop-down. The selected saved search list is displayed.

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