Saved Searches allow you to create a dynamic group of People. Any time you Run a Search, the results can be saved for future use as a Saved Search. Saved Searches can be used when sending communications or searching for People. Each time you Run a Saved Search, the search will run in real time, ensuring your results are up to date and based upon the People data you have in Poppulo Harmony at the time.
Use the instructions below to edit a Saved Search.
To Edit a Saved Search:
-
In the People area of your account, select Saved Searches from the menu on the left.
-
On the Saved Searches screen, you will see a list of the Saved Searches in your account. Select the Name of the Saved Search you'd like to edit.
-
In the Edit Saved Search Screen you can edit the Name and Description of your Saved Search. You can also check the Add to Favourites box or change the search criteria for the Saved Search.
Note: In larger accounts, users may create Saved Searches that already exist in the account. To avoid this, use clear names and descriptions for your Saved Searches.
- Click Save to confirm your changes.
