Using Contact Search Templates

The Search for Contacts feature allows you to save your search results as Search Templates that you can reload and reuse whenever you want to perform the same search again, or want to use a saved search as the starting point for a new search.

Note: This is only available when using the Search for Contacts feature.

To save a search as a search template:

1. Open the Search for Contacts screen. How?

   • From the Main Menu bar, go to Contacts > Search for Contacts.

2. Perform a search.

3. After performing a search, click the Search Criteria fieldset's Expand icon to access the search again.

4. In the bottom right corner, click the Save Search Template action link. This opens an inline form.

5. Enter a name for the saved search template in the Search Template Name text field and click the Save Template button.

   The search template is saved.

To re-use a search template:

1. Open the Search for Contacts screen. How?

   • From the Main Menu bar, go to Contacts > Search for Contacts.

2. While performing a search, select the search you want to use from the Use Search Template drop-down list.

   The search criteria loads into the Search for Contacts screen.

3. Modify the criteria (if desired) and click the Search button.

   The search is performed. The search template is unchanged.

To modify a search template:

1. Open the Search for Contacts screen. How?

   • From the Main Menu bar, go to Contacts > Search for Contacts.

2. While performing a search, select the search you want to modify from the Use Search Template drop-down list.

   The search criteria loads into the Search for Contacts screen.

3. Modify the criteria and click the Save Search Template action link.

4. If you would like to update your existing template, keep the same template name. Click the Save Template button.

5. A dialog box asks if you would like to update the existing template. Click Yes to update your search template. Click No to create a new template name.

   The search template is saved.

To copy a search template:

1. Open the Search for Contacts screen. How?

   • From the Main Menu bar, go to Contacts > Search for Contacts.

2. Click the Modify List link beside the Use Search Template drop-down list.

   A list of all the saved search templates appears.

3. Click the icon for the template you want to copy.

   An inline form appears.

4. Enter a unique name for the template. Click Save.

The template is copied.

To delete a search template:

1. Open the Search for Contacts screen. How?

   • From the Main Menu bar, go to Contacts > Search for Contacts.

2. Click the Modify List link beside the Use Search Template drop-down list.

   A list of all the saved search templates appears.

3. Click the icon for the template you want removed.

The template is deleted.