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Where There’s a Will, There’s a Way

Great Save! Recalling and Saving Searches

 

Sometimes, it takes a stroke of genius to create the perfect all fields search. After many hours of carefully planning which fields to include and which values to select, you run the search and get the perfect result set.

And sometimes it’s just a big fluke. You are shooting from the hip and just happen to stumble upon the right combination of fields and values to get the results you are looking for. You probably want to save that search, so you don’t have to go shooting in the dark again the next time you want to run the same search.

So after you are satisfied with your all fields search, go back to Search > All Fields. Then, select Last Search. This will bring up the last search that you made. Then, click Catalog, then Add.  Fill in the Name of the search and a description. You may also want to include, or not, in the description, the fact that no planning was involved and you pretty much just guessed your way to the end result.  Click OK to save the search.

You just made a great save!

 

Only published comments... Sep 02 2009, 12:03 PM by Will Leung

Comments

 

Ms Pascale Smith said:

Hi, the only problem we've encountered with this feature is that when our database is updated with new clients the catalogue itself does not incorporate the new entries into the search. Is there a way to do this automatically?

October 22, 2009 11:38 AM
 

Will Leung said:

The wonderful thing about catalog searches is that they will re-do a search every time they are called. So for example, if you original search (for example, all companies in the USA) brings up 50 entries, and you add another 50 companies who are located in the USA, the next time you do your catalog search, it should pull up 100 results.

If you have updated your database and the search doesn't come up with any of the new entries, either update your catalog search to include some sort of information associated with the new entries, or update your entries so they match the criteria that you are using to search.

October 22, 2009 12:06 PM

About Will Leung

Will is a technical communications specialist at Maximizer Software. 'Where There's a Will, There's A Way' gives Maximizer CRM users helpful insider tips for getting the biggest benefits from Maximizer's CRM and mobile CRM solutions. Read more about Maximizer CRM at www.maximizer.com.