Example: Create a Custom Search for Firms

The example explains how to create a custom search that limits firms in the results sets to those that specialize in the education market and which have done work for your company in the past.

To create the custom search:

1. In the Navigation pane, go to the Hubs section and select Firms.
2. Display the search drop-down list at the left end of the search field.
3. At the bottom of the search filter drop-down list, click Custom to display the Custom Search dialog box.
4. In Search Name, enter a descriptive name such as Schools and prior work.
5. In Market, select Education.
6. To add prior work as a search criterion:
   1. At the bottom of the Custom Search dialog box, click Add Field.
   2. Click and select Prior Work. The Prior Work field displays on the Custom Search dialog box.
   3. Click in the Prior Work field and select Yes.
7. Click Save. The custom search that you is now available in the drop-down list of searches and can be used in future sessions.