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 Assigning a search.

To save a 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	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.
4	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.
5	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.
6	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.
7	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, 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

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:

Using top-level menu options

The options at the top of the Manage Searches menu contains options that let you export, assign and delete searches, as described in the following table.

Options	Description
Export	Click to export the saved search list as an Excel spreadsheet. Select the individual saved searches you want to export or clear all checks to export the entire list. Note: In the spreadsheet, the status of email alerts and CRM export selections is shown as either True or False: Email alerts True indicates that email alerts are set up for the search. False indicates that there are no email alerts for the search. 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	Use to assign searches to yourself or to other users (if you have administrative right). Select the searches you want to assign. Click Assign Search. Select the users for the search in the menu. Click Assign Search. Note: For information about assigning project 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.

Using search menu options

The search menu of the Manage Searches menu displays the search names and assigned users, email alerts and CRM export settings, and the option to rename searches, as described in the following table.

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 to change the criteria for the search and then save the search with a different name.
Assigned Users These are the account names of the users assigned to 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 Use to assign searches to CRM export.
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.

Click Save.
Result: The menu refreshes and
the search is set for CRM export.

the CRM export icon turns green.
For more information, see CRM information and guides.

Modifying searches using the search summary tile

The search summary tile on the Snapshot displays the names and the key totals for the active searches in your account:

You can run any of your saved searches from the search summary tile, and you can modify the search once the results are displayed.

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

To run a search, click on the search name in the list. For more information about modifying a saved search with different filters, see Using the Filters menu.