Working with saved project searches

You can save any of your project searches for future use. Your saved searches run automatically each day and the results are posted on the Snapshot window. You can add email alerts to your searches and have the search results delivered to your inbox at regular intervals. You can also modify the criteria of any of your saved searches at any time.

This section contains the following topics:

Before you begin

You can only modify searches that are assigned just to you. You cannot modify a search assigned jointly to you and another user.
See Understanding the Manage Searches menu for information about the following:
Assigning project searches to all users.
Setting one of your saved searches to run automatically each time you log in.

Working with the Manage Searches menu

The Manage Searches menu lets you export, rename, delete, and set up email alerts and CRM exports for your saved searches.

Note: You can only modify searches assigned just to you. You cannot modify a search that is assigned jointly to you and another user.

Accessing the Manage Searches menu

From the Welcome menu on any page, click your name and then click Manage Searches:

Click the arrow for Leads Saved Searches.

Result:The Manage Searches menu is displayed:

Understanding the Manage Searches menu

The following table describes the options in the Manage Searches menu.

Option

Description

Load this search when I log in

Use to select one of your saved searches to run each time you log in and have the results automatically displayed in the window.

To use this feature,

select the saved search from the Select a search to load list.

Result: Each time you log in the results of your selected default search are displayed.

Export

You can export any of your saved searches as a formatted Excel spreadsheet. The exported data includes the search name, the assigned users, if the search appears on the Snapshot, and if the search is setup for email alerts and CRM export.

To export a list of your searches,

Select either individual searches or check the box at the top of the list to select all searches.
Click Export from the top of the menu.

Result:The export runs and you are alerted when the export is ready to download.

Note: In the spreadsheet, the status of email alerts and CRM export selections is shown as either True or False:

for Email alerts
- True indicates that email alerts are set up for the search.
- False indicates that there are no email alerts for the search.

for CRM Export

- True indicates that the search is set for CRM export.
- False indicates that the search is not set for CRM export.

Assign Search

For customers administrators, use to assign searches to yourself and to other users.

To assign searches,

Select the searches you want to assign.
Click Assign > Assign Search.
Select the users for the search in the menu.
Click Assign Search.
Note: You can also assign searches from the project list page once a search has run. For information, see Assigning a search.

Assign Search Tag

For customer administrators, use to assign tagged searches to users in your company.

Note: This option is only available when a tagged search is selected in the Leads Saved Searches list.

To assign a tagged search,

Select one or more tagged searches in the list.
Click Assign > Assign Search Tag.
In the Assign Search Tag menu, select the users that you want to assign to the search.
Click Assign Search Tag.

Result: Going forward, the assigned users receive updates any time there is a significant update to matching projects or new projects matching the search criteria.

Note: You can also assign tagged searches from the project list. For more information, see Assigning a tagged search.

Delete

Use to delete searches from your account. Note that you cannot delete shared searches.

Caution! Deleting searches is permanent. You cannot recover deleted searches.

Select the searches you want to delete.
Click Delete.
In the caution message, click Yes.

Filtering by:

search name
user name

You can filter the list by both the Search Name and by Assigned Users values.

At the top of either column, click the arrow to display the filter box.
Enter the term you want to filter by and then press Enter.
Result: The menu refreshes and your filtering term is at the top of the menu.

Search Name

This is the name of the search. You can save the search with a different name using the rename feature, described below.

Note: Clicking on the search name runs the search. You can use this feature change the criteria of the search, including the name.

Assigned Users

These are the account names of the users assigned to the search.

Display on Snapshot

When checked, indicates that the search name and key totals are one of ten possible searches listed on the search summary tile on the Snapshot window.

Note: Remove the check from a search if you want to add a search and have reached the ten search limit.

Search Tags

Use to edit the tags for a search. You can change the color or remove the tag:

Click on the tag to open the color selection menu.
Click the x to remove the tag from the search.

For more information, see the step for tagging searches in Saving a project search.

Email Alerts

These are the email alert settings for the search. You can only add or edit email alert settings for searches assigned to you.

Note: The envelope email icon is closed when no alert is set and open when an alert is active.

To add or modify email alerts,

1	In the Email Alerts column, click the envelope email icon on the line for the search. Result: The Manage Email Alerts menu for the search is displayed. Any existing alerts are shown with the days selected and the type of email selected.
2	Select the desired days of the week for the email alert to be sent.
3	Select either Project List or Project Details: Project List only delivers a list of the projects that match your search criteria. Project Details is an expanded view of the details for all of the projects that match your search criteria.
4	Click Save. Result: Your email alert settings are saved.

Rename

To rename a search,

In the Rename column, click the pencil icon on the line for the search.
In the box, type the new name for the search.
Click Save.
Result: The menu refreshes and the new name is shown in the list.

CRM Export

You can add or remove CRM export to any search. Note that the folder icon is green when CRM is assigned to a search. For more information, see CRM information and guides.

To use this feature,

In the CRM Export column, click the folder icon on the line for the search.
In the menu, select the user account to associate with the CRM export or clear the check to remove users from the export.
Click Save.

Result: The menu refreshes and your changes are displayed in the CRM Export column.

Modifying searches from the search summary tile

The search summary tile on the Snapshot lists the names and the key totals of up to ten of your saved searches:

Once you run a search from this menu, you can use the Filters menu to modify the results and then save the search with the modifications.

Click on a search name to run the search.
To modify a saved search with different filters or to change the name of the search, see Working with the project list.

Note: You cannot modify searches assigned jointly to you and other users.