How do I build a saved search?
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Kelvinhaugh Pension Services: documents · How do I build a saved search?
How-to question about creating saved searches in Starter tier. Support pointed to existing feature; customer found and used successfully.
Priority normal
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Current to 11 Oct 26How-to question about creating saved searches in Starter tier. Support pointed to existing feature; customer found and used successfully.
Customer asked how to create saved searches to help team quickly filter scheme members without re-entering filters. Support pointed to Save this search button in interface. Customer found feature successfully. Customer then asked about setting as login default; support explained this is Growth and Enterprise feature, not available in Starter. Closed positively.
Details
Updated 9 Oct 26Prioritynormal
Statusclosed
Categoryhow_to
Channelemail
First response (min)439
CSAT3
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created · Kirsteen Boyd 6 Jun 2024 13:05Hi, I'm trying to create a saved search in the platform so our team can quickly find scheme members by status without re-entering the filters every time. I've looked in the interface but can't figure out where the save option is. Is this a feature available in our plan?- public_reply · Bethan Lister 6 Jun 2024 20:24Hi Kirsteen, great question. Yes, saved searches are available in Starter. To create one, run your search with the filters you want, then look for the 'Save this search' button at the top of the results panel. You should see it next to the export option. Let me know if you spot it and we can go from there. Thanks, Bethan
- public_reply · Kirsteen Boyd 7 Jun 2024 10:40I found it! I was looking in the wrong place. I was expecting it in the filter panel. Works great. One more thing, can we set a saved search as the default when the team logs in? That would save us a few clicks every day.
- public_reply · Bethan Lister 11 Jun 2024 11:20Glad you got it working. Unfortunately, setting a saved search as the default login view isn't available in Starter, that's part of Growth and Enterprise. But you can share your saved search with the team as a bookmark, or I can show you how to set it as a dashboard widget so it's visible as soon as someone opens the dashboards. Which would be more useful for your workflow? Thanks, Bethan
- status_change · 15 Jun 2024 23:59
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