Manage Records > Finding records > Managing saved searches
  

Managing saved searches

You can edit or delete the saved searches and templates that you created.
Note: If you include a hierarchy in a saved search, the saved search doesn't display the hierarchy filter.
    1On the Search page, click the search that you want to edit.
    The search details appear.
    2Edit the search by adding or removing fields and field values.
    3Click Actions > Save.
    4To save the search as a new search, click Actions > Save As.
    5In the Save As dialog box, enter a unique name for the search.
    6To save the search as a template, select Save search as a template.
    Note: You can save only the filtered searches as a template.
    7Click Save.
    The saved search appears on the Search page.
    Note: The Search page lists the saved searches, and the filtered searches use a suffix Filtered added to the search names.
    8To delete a search, on the Search page, hover over a search, and click Delete.