- Conduct a Quick Search as you normally would (select a record type and type a search string). The Quick Search results page will open.
- 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.
- Click Save As when the search results are displayed.
- Type a name to save the search as.
- 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. |