Pinned Searches

A Shortcut to Your Saved Searches

What is a Pinned Search?

Pinned Searches give you quick access to your workflow steps right from your main page. They are available in the following interfaces:

  • Send Email (Communicate >> Send Email)
  • Send Mobile Email (Communicate >> Send Mobile Email)
  • Send Text Message (Communicate >> Send Text Message) [if available]
  • Create Mailing Labels (Communicate >> Create Mailing Labels)
  • Create Phone List (Communicate >> Create Phone List)
  • Search (People >> Search and Assign >> From Volunteer Profile)
  • Personal Profile Export (Reports >> Exports / Excel Reports >> Personal Profile Export

Saved searches can be Pinned in the “Manage Saved Searches” screen for the applicable menu option. Once a saved search is “Pinned”, it becomes available to you on your Home page in the “Pinned Searches” section.

Clicking on a Pinned Search not only performs the saved search, but it does so in the screen associated with the process you need to complete.

Pin a Search

  1. Create and save a search in the applicable menu item (see list above) or go to the menu item in which you have previously saved a search.
  2. Click the [Manage Saved Searches] button
  3. Hover over the [Options] button to the left of the desired saved search and select “Pin Search”
  4. Click the [Close] button

Your Pinned Search can now be run at any time from your Home page.

You can also pin a search at the same time you are saving it.

Unpin a Search

  1. Go to the menu item in which you have previously saved a search.
  2. Click the [Manage Saved Searches] button
  3. Hover over the [Options] button to the left of the desired saved search and select “Unpin Search”
  4. Click the [Close] button

Your Pinned Search will no longer appear on your Home page but you will still be able to run the saved search from the menu in which it was created.

A search can also be unpinned from your Home page.

View Your Pinned Searches

  1. Go to: Main >> Home
  2. Scroll to the “Pinned Searches” section on the right side of the page. Pinned searches are listed alphabetically but you can sort them by name or type.
    • An icon indicates which operation the search is associated with.
    • Click the [Options] button beside the search to:
      • Check Number of Results: see how many profiles are returned by this search
      • Unpin Search: this will unpin the search but retain the associated saved search
      • Delete This Search: this will remove the associated saved search
      • View: show the filters and criteria for the associated saved search

Run a Pinned Search

  • Go to: Main >> Home
  • Scroll to the “Pinned Searches” section on the right side of the page. Pinned searches are listed alphabetically.
  • Click on the link to the desired Pinned Search. You will be taken to the screen associated with the process you wish to complete and the associated saved search will be performed.

TIP:

In the “Search Results” header, you can click on the [View Search Details] button to see the filters and criteria for the saved search you have run.

Other Tutorials Related to Pinned Searches

Saving a Search

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