Saving Customer Searches for Reuse

  1. Open the Find Customers page and define your search.
  2. *
  3. 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.
    Note: Saved searches are available only for the user that creates them. You cannot make saved searches available for other users.
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