Maximizer CRM supports the capability of saving searches that you can run at any time. Saved searches allow you to first create complex search queries, and then save these search queries.
Queries saved this way can be run whenever needed. This is helpful in situations when the same complex search query might need to be created frequently.
Read the Performing an advanced search of leads article.
In the Search for leads pane, after selecting the fields you want to search for, click SAVE SEARCH > Create a New Search.
The Saved Search Properties window appears. Give your search a Name, description and choose the appropriate Access.
|
Field |
Activity |
|
Name |
Enter a name for this search. |
|
Description |
Enter an appropriate description for this search. |
|
Full Access |
Select the user or groups that will have full access to this saved search. To grant full access to everyone; select Public. |
|
Read Access |
Select the user or groups that will have read access to this saved search. To grant read access to everyone; select Public. |
Creator is set to the name of the user who creates this saved search.
Click SAVE and then click SEARCH.
The search is saved and the search results are displayed on the Leads page. The saved search is placed at the bottom of the Saved Search list in the Search for leads pane.
The saved search will be listed under My searches in the Search for leads pane.