Resaving a Saved Customer Search with a New Name

At times, you may want to save an existing search with a new name. This is often done when you want to use one search as the basis for another.

1. Open a saved search.

Optional: Make any changes to the search configuration or rules you require before you save.

2. Click Save As under the page header. A Save As window will appear.

3. In the new window, type a name for the search in the Name field.

4. Click OK. The Save As window will close and the search will be saved to the database for future use.

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