Working with saved company searches

You can save any of your company 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.

Notes:

You can only modify searches that are assigned just to you. You cannot modify a search that is assigned jointly to you and another user.
For information about the available search options, see Searching for companies.

This section contains the following topics:

Saving a company search

You can save the current filter set as a new search, change the name of an existing search, and save any modifications to an existing search with either the same name or a new name.

Notes:

You can also modify existing searches using the techniques described in Using the Manage Searches menu in the following section.
For information about assigning company searches to all users, see the steps described in Assign search.

To save a company search,

1

Once a search runs, click one of the following from the top of the company list:

Save Search for a new search
Save > Save As if you want to make any modifications to an existing search, including the name.

Result: The Save Search menu is displayed:

2

Click Display on Snapshot if you want the summary results for this search to be listed on the Snapshot menu. Note that there is a maximum of ten saved searches that can be listed on this menu.

3

The Search Tags feature lets you add a color-coded tag to any of your saved searches to identify projects and companies that match exact criteria. Search tags are displayed next to individual projects or companies on the respective list pages (with the search tag column set to show in either page) and on the details page for individual projects and companies. Tags can be edited from the Manage Searches menu.

Note The Tag feature may not be available for your account. For more information, contact your account representative.

To set up search tags,

1

In the row for Search Tag, click Select Color.

Result: The color menu is displayed:

2

Click on the tabs at the top of the menu for the options for selecting the color:

Basic Colors - Use the sliders to adjust the colors. Click in the box to select the color.

Saved Colors - These are the colors that are already in use. Click to select the color.

Advanced - Use the sliders to adjust the colors. Click in the bottom box to select the color.

For more information about using tags in your search, click here to see the Search Tags video.

4

In the Name your search box, enter the

name for a new search or
a different name if you are renaming an existing search. If you are only changing search options, continue to the next step.

5

You can have email alerts sent to you each time there is a significant change to the projects associated with the companies in the search results.

To set email alerts for a search,

select Get email alerts for this search.
select the days of the week to receive alerts.

6

Click CRM Export to have the search results exported in XML or CSV format to your CRM system every 24 hours. These results are the projects associated with the companies in the search results. For more information about this feature, contact your sales representative or Customer Care.

Note: For an overview and documentation of this feature, see CRM information and guides.

7

To view the current filter set for the search, click Click here to expand filters. You can keep these settings or close the menu and revise the filter settings.Note: You can also edit existing searches using the techniques described in Using the Manage Searches menu in the following section.

Do you want to save the search with the current filters?

If yes, continue to the next step.
If no, and you want to revise the filter settings, click Cancel to close the menu and use the Filters menu to change your settings (all filter settings are saved with the search). For more information, see Using the Filters menu.

8

Click Save.

Result: Your search is saved and is listed in the following locations:

the Select a search to load menu in the upper right side of the Leads window:

Tip: Hovering over a search name displays the full name for the search.

The saved search tile on the Snapshot (if selected in step 2):

Using the Manage Searches menu

You can use the Manage Searches to export, rename, delete your searches. You can also use the menu to 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

To access the Manage Searches menu,

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

Result: The Manage Searches menu is displayed:

- Click the arrow for Leads Saved Searches to display all of your Leads saved searches:

Understanding the Manage Searches menu

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

Option

Description

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

To assign searches,

Select the searches you want to assign.
Click 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.

Note: For information about assigning searches to all users, see Assigning a 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 and 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, as 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.

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 email icon is

green when email alerts are set for the search
unavailable when the the email alert is shared between accounts.

To add or modify email alerts,

1	In the Email Alerts column, click the email icon on the line for the search. Result: The Manage Email Alerts menu for the search is displayed showing any existing email alerts for the search:
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:

You can run any of the searches listed in this menu and then use the Filters menu to modify and save the search with the modifications:

Click on a search name to run the search.
To modify a saved search with different filters or name, see Using the Filters menu.

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