Save Advanced Searches to the Dashboard

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Save your searches for quick access.

• Transcript

  In this video we will show you how to use Saved Searches to save time. 

  Let's say you have a contact search that is important and you often want to refer to it. 

  You can configure this search in the Contact List under ‘Advanced Search’.

  Let’s set up this search now.  

  Here is an example: List all my contacts who live in Chicago, are past clients, and are 65 or older.

  Here are the results, but these results can change over time as you add and remove contacts, as people move in and out of Chicago, and as people get older - so you may want to run this search often. 

  Here is how to save the search.

  And here is how to add the ‘Saved Search’ to your Dashboard. 

  Now you can access this list with one click. 

  You can have as many saved searches as you want.