Steps in the screenshots correspond to the numbers in the headings.
Saved Searches are specific to the person who created them and the screen/transaction they were created for. When used in combination with customizing your screen settings, they will greatly maximize your efficiency when working in the CLIENT.
In our example, we are using the CLIENT to review Work Orders so we have customized a search for that.
If you save all your customized searches with your site number in the beginning, they will always go to the top of the list.
1. Go to the area of the Client where you customized your search. In this case, Service > Work Order.
2. Click on the Drop-Down Arrow next to the Green Magnifying Glass in the Search Field.
3. A list of your Searches will populate, including anything you have Customized.
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