Saved searches

Saving your searches is one of the best ways to create a dynamic list based on the filters or boolean terms you've used to narrow down the records you want to see.

In any particular record grid, click on the small down arrow next to the keyword search box to pull up a list of your saved searches. By default, this box will be empty.

Once you've entered a name for the search and saved it, it will appear in the list the next time you open the dropdown, allowing you to bring up that specific search without having to enter the search query information again.