Saving a Quick Search as a Standard Search

  1. Conduct a Quick Search as you normally would (select a record type and type a search string). The Quick Search results page will open.
  2. Optional: Modify the column sort order of the results and/or the criteria used in the search as needed. See the preceeding procedures for additional details.
  3. Click Save As when the search results are displayed.
  4. Type a name to save the search as.
  5. Click OK. A copy of the Quick Search will be saved and made available for future use as a Standard Search (See "Using Standard Searches" below for additional details).

Note: While a Quick Search can be saved as a Standard Search, the reverse is not possible: a Standard Seach cannot be saved as a Quick Search.

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