That will bring up the ‘Add Search’ page. Enter a name for your search and click on the ‘Search Criteria’ link.
The ‘Search Criteria’ will bring up a new window with the familiar search engine. Enter as many search criteria as you like (e.g. Campaign, Lead Source, Geography, SIC Code, Record Last Updated, Partner etc) and click the GO button.
After entering your search criteria you’ll be returned to the ‘Add Search’ page where you’ll have the choice to ‘Apply Security for Users Using this Search’. It is strongly recommended that you always click ‘Yes’ to apply security. The reason being that the user who creates the search may have access to records that another user using the search doesn’t have access to. If you click no to ‘Apply Security for Users Using this Search’ you will bypass the security and allow users with access to this search to see records that they otherwise wouldn’t have access to.
When you click submit the ‘Edit Search’ page will be displayed where you’ll have the ability to select the users who will have this search visible on their Home Page / Information Center. You can select either individual users or all users.
To delete the search go to the ‘Home Page Searches’ page and click on the delete link.
Another way to save searches to the Home Page / Information Center is through the search engine. Click on the Search button in the upper right hand corner, enter your search criteria and click GO.
This will take you to the ‘Search Results’ page. You can save this search to your home page by clicking on the ‘Save Search’ button.
This will bring up the ‘Save Search’ window where you’ll be able to give the search a name, make it public for everyone in the WorkGroup or save it just for you. You’ll also have the option of applying security.
This search will now be visible on the home page. If you click on ‘My Searches’ you’ll have the option of either using or deleting one of your saved searches.
