Delete a Saved Search

If your security role gives you the required access, you can delete a saved search.

To delete a saved search, complete the following steps:

1. From the Ajera CRM Navigation menu, click Reporting and click the type of report.
2. Select the report for which you want to delete a search.
3. Click the Selection column and click .
4. Click next to the Searches field on the Lookup to display a list of the folders containing saved searches.
5. Click the folder that contains the saved search that you want to delete.
6. Right-click the name of the search and then click Delete on the shortcut menu.
7. Click Yes when Ajera CRM asks you to confirm that you want to delete the search.

Alternative procedure: To delete an option set in the same way on the Organize Options dialog box, click next to Folder Name.