Get link | About Sage CRM editions

You are here: Finding information > Working with saved searches > Updating a saved search

Updating a saved search

You can edit your saved searches.

  1. Click Findand click the entity that contains the saved search.
  2. Select the saved search from Saved Search.
  3. Select your new search criteria and click Find.
  4. Click Update and change the name of the saved search if required.
  5. Click Save.

See Also:

Basic search techniques

Creating a saved search

Deleting a saved search