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Saved Searches

Choose from a list of previously run, multi-filter searches

Dom Yeadon avatar
Written by Dom Yeadon
Updated over a year ago

With ‘Saved Searches’ you can save and re-use your own favourites, one after the other, in a few seconds, without having to build the same multi-part filters over and over again each day.

Examples

We all perform routine tasks in Student CRM - daily, weekly, or monthly, and Saves Searches makes that much quicker now. Here are some examples:

  • Enquiries (5 filters saved as one search):

  • Applications (5 filters saved as one search):

  • Web Form Manager (4 filters saved as one search):

How to use it

Click the Filters icon at the end of any filters to see the new 'Saved Searches' option:

Now you can:

  • choose from a list of previously run multi-part filters, each one saved with a useful name, such as ‘New applications for Business courses in this week’

  • save the existing filters a new Saved Search

  • rename old saved searches

  • delete old saved searches

FAQs

Q. How many Saved Searches can I create?

A. 1,000 in each filter set.

Q. Can I see my Enquiries Saved Searches in a different app, say Student Database?

A. No. Reason: each app has different filters available.

Q. How do I sort my Saved Searches in the list?

A. Edit the name, it displays them A-Z.

Q. Where can I use Saved Searches?

A. In all apps in Student CRM.

Q. Are my Saved Searches private?

A. Yes. One user can't see any other user's Saved Searches.

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