Saved Searches

Add New / View / Rename / Where They Can Be Used

Important Note

The “Saved Searches” feature is in a Beta Test phase at the moment. Searches that you save in this release might not be available when the final version of this feature becomes available.

Add New

  1. Run a search in any place where the search feature is available.
  2. Click the [Save] button
  3. Name the search (200 characters maximum)
  4. Click the [Save] button

Load / Run

1.From any page where the Saved Search feature is available
2. Select a saved search from the drop-down list
3. Click the [Load] button
4. Optional: Add or change search criteria
5. Click the [Search] button

View

  1. Go to a page where the Saved Search feature is available
  2. Click the [Manage Saved Searches] button
  3. Hover over the options icon beside the Saved Search
  4. Click on “View”

Edit

  1. Go to a page where the Saved Search feature is available
  2. Click the “Load a saved search” drop list and select the search you wish to edit
  3. Click the [Load] button
  4. Add the desired additional criteria (statuses, search criteria)
  5. Click the [Save] button
  6. Select the desired Save Option:
    • Overwrite the current saved search with the new settings
    • Save this search as a new search with a different name
  7. Click the [Save] button

Rename

  1. Go to a page where the Saved Search feature is available
  2. Click the [Manage Saved Searches] button
  3. Hover over the options icon beside the Saved Search
  4. Click on “Rename”
  5. Rename the search (200 characters maximum)
  6. Click the [Save] button

Delete

  1. Go to a page where the Saved Search feature is available
  2. Click the [Manage Saved Searches] button
  3. Hover over the options icon beside the saved search
  4. Click on “Delete”

Menu Options That Use the Saved Search

  • People >> Search
  • People >> Custom Fields and Qualifications >> Bulk Update User Custom Fields
  • People >> Custom Fields and Qualifications >> Bulk Update User Qualifications
  • People >> Hours and Feedback >> Log Hours for Multiple Volunteers
  • Communicate >> Send Email
  • Communicate >> Send Mobile Email
  • Communicate >> Create Mailing Labels
  • Communicate >> Create Phone List
  • Communicate >> Export for Mail Merge
  • Assign >> From Volunteer Profile
  • Reports >> Hours Reports >> 12 Month Trend
  • Reports >> Hours Reports >> Hours by Category
  • Reports >> Hours Reports >> Hours by Activity Report Group (only available if Activity Report Groups have been created for the enterprise)
  • Reports >> Hours Reports >> Hours by Volunteer
  • Reports >> Hours Reports >> Category Hours by Activity
  • Reports >> Hours Reports >> Activity Hours by Volunteer
  • Reports >> Hours Reports >> Hours by Activity
  • Reports >> Feedback Reports >> Feedback by Volunteer
  • Reports >> Feedback Reports >> Feedback Totals
  • Reports >> Exports / Excel Reports >> Personal Profile Export

Each of the above menu options has the capacity to store saved searches specific to that menu option. This means that, if you want the same search in two different areas, you will need to save it twice. It also means that you have greater flexibility to have searches that are the most relevant in each area.

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