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.
a different name if you are renaming an existing search. If you are only changing search options, continue to the next step.
The email alert feature sends you an email
when a new project is added that matches the search criteria and
each time there is a significant change to an existing project matching the search criteria.
To set email alerts for a search,
select Get email alerts for this search.
Select the days of the week to receive alerts.
Select either Project List or Project Details -
Project Listonly shows a list of projects with updates.
Project Detailsshows the details for each project with updates.
Click CRM Export to have the search results exported in XML or CSV format to your CRM system every 24 hours. For more information about this feature, contact your sales representative or Customer Service.
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 Filtering the project list.
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 main Leads window:
Tip: Hovering over a shortened search name shows the full search name.
The saved search tile on the Snapshot menu if you selected that option.
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.
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.
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.
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.