Get link | About Sage CRM editions

You are here: Finding information > Working with saved searches > Using an existing saved search

Using an existing saved search

There are a number of predefined saved searches available within different Find screens that you may find useful. For example, the My Companies saved search—available from the Find Company screen—is set up to return a list of all of the companies assigned to you. The My Cases In Progress saved search—available from the Find Case screen—returns all the active cases currently assigned to you.

  1. Click Find | <Entity>.

  2. The selected saved search list is displayed.

See Also:

Basic search techniques

Searching for a Person

Searching for a Company

Finding an Opportunity

Finding a Case

Finding solutions

Combining search criteria

Creating a saved search

Deleting a saved search