Save a Search (Save for My Role)

If the Favorites Organizing security setting for your role is Save for My Role, you can save Advanced or SQL Where Clause searches for your own use, and you can save searches to be shared with co-workers who are assigned your security role.

You can also rename, modify, or delete any searches that you create or any searches created specifically for your role. However, you cannot create, rename, or delete global searches.

To save a 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 create a saved search.
3. Click the Selection column and click .
4. For the Display Type option on the Lookup, select Advanced or SQL Where Clause.  
5. Construct the search.
6. Click Organize.
7. On the Organize Options dialog box, complete the following actions:
   1. In Folder Name, select the Global Searches folder or a subfolder within it. To create a new folder, enter the new path.
   2. In Save Name, enter a name for the saved search.
   3. Clear the Access to all roles option.
   4. Select one or more security roles in the Available Roles list.
   5. Click Add to move the security roles to the Assigned Roles list.
   6. Click Save. Every employee assigned one of the selected security roles will have access to the search.
8. Click Apply to apply the saved search to the report.