Organize Options Dialog Box for Searches

When you work with searches, the options that you see on the Organize Options dialog box depend on the setting for the Favorites Organizing option for your security role.

Favorites Organizing Setting for Your Security Role	Available Actions on the Organize Options Dialog Box
Save Personal Only	You can save searches for your own use and modify or delete those searches.
Save for My Role	You can save searches for your own use and save role-specific searches to be shared with co-workers who are assigned your security role. You can also rename, modify, or delete any search that you create or any search created specifically for your role.
Save for All Roles	You can save searches for your own use, save role-specific searches to be shared with co-workers who are assigned your security role, and save global searches to be shared with all Reporting users.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Reporting and click the type of report.
2. Select a report for which you want to create or modify a search.
3. Click the Selection column and click .
4. In Display Type on the lookup, select Advanced or SQL Where Clause.
5. Construct the search.
6. Click Organize.

Contents

Field	Description
Folder Name	Select one of two folders from the drop-down list for this option: Select Personal Searches if the search is for your own use only. Select Global Searches to create a search to share with other users. You can also set up subfolders in the Personal Searches folder and Global Searches folder and save searches to those subfolders.
Save Name	Enter a new name or select an existing one: When you create a new search, enter a name for the search. To modify an existing saved search, select that search from the drop-down list.
Access to all roles	Select this option to save the search as a global search that is available to all Reporting users. Clear this option if you want to grant access to the search only to selected roles.
Available Roles, Assigned Roles	To grant access to a search based on Ajera CRM security roles, move the roles from Available Roles to Assigned Roles. Only the employees who are assigned one of the security roles in Assigned Roles can use the search. To move a role from Available Roles to Assigned Roles, click the role and click Add. To move a role from Assigned Roles back to Available Roles, click the role and click Remove. If you click Save without selecting any roles, Ajera CRM automatically selects Access to all roles when it saves the search.
Buttons	Delete — Delete the search specified in Save Name. Save — Save the search. Close — Close the dialog box without saving your entries. Help — Display the help topic for this dialog box.