{"id":5655,"date":"2020-12-01T07:53:44","date_gmt":"2020-12-01T07:53:44","guid":{"rendered":"https:\/\/www.portatour.com\/blog\/users\/?p=5655"},"modified":"2022-02-03T16:32:27","modified_gmt":"2022-02-03T16:32:27","slug":"manage-saved-searches-centrally","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/users\/en\/2020\/12\/01\/manage-saved-searches-centrally\/","title":{"rendered":"Manage saved searches centrally"},"content":{"rendered":"

With saved searches, each user can filter or sort their customer list differently depending on the purpose, and subsequently call them up again at any time at the push of a button.<\/p>\n

As of this update, administrators can now create saved searches centrally, which can be employed by all users.<\/p>\n

Here’s how it works:<\/h2>\n
    \n
  1. \n
      \n
    1. If you are an administrator and do not have customers of your own, first log in to a user account that has customers.<\/li>\n
    2. Navigate to the customer list.<\/li>\n
    3. Use the Advanced <\/strong> search to set the desired filters and sorting.<\/li>\n
    4. Click Saved<\/strong>.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n
        \n
      1. Click Save search organization-wide… <\/strong><\/li>\n
      2. Enter a name.<\/li>\n
      3. Click Save<\/strong>.<\/li>\n<\/ol>\n

        \"\"\"\"<\/a><\/p>\n

        This saved search is now available to all users.<\/p>\n

        Bear in mind:<\/h2>\n
          \n
        • Only administrators can create and delete organization-wide saved searches.<\/li>\n
        • This functionality is available not only for the customer list but also for all other lists, i.e. also for appointments, tasks, reports and users. Just click the “Search” icon above the respective list.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

          With saved searches, each user can filter or sort their customer list differently depending on the purpose, and subsequently call them up again at any time at the push of a button. As of this update, administrators can now create saved searches centrally, which can be employed by all users. Here’s how it works: If […]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,4],"tags":[],"class_list":["post-5655","post","type-post","status-publish","format-standard","hentry","category-anywhere-en","category-dynamics-crm-en"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t