Accessing the Smart Search Manager

Navigation: Tools > Smart Search

1. From the bottom navigation bar, click Tools
2. Click Smart Search. The Smart Search Manager will display.
   
   
   

 

Smart Search Overview

Field	Description
1. Search Table	Enables you to search the list of Smart Searches
2. Filter	Enables you to filter the list of Smart Searches (e.g., Record Type, Status, Is Part of a Scheduled Job, Connected To, , Tags)
3. +Create	Enables you to create a Smart Search
4. Name	The name of the Smart Search
5. Created By	The name of the staff member who created the Smart Search
6. Updated On	The date your Smart Search was last updated
7. Tags	Displays the tag designated in the Smart Search, if applicable
8. Privacy	Indicates whether the Smart Search is private or available to all staff members

 

Using the Smart Search Manager Filter

Adding Filter Criteria to the Smart Search Manager page

1. Click the Filter dropdown menu
2. Select the criteria you’d like to filter on the Smart Search Manager page
3. Click Confirm
   
   
   

 

Removing One or More Criteria from the Smart Search Manager page

1. Click the Filter dropdown menu
2. Uncheck the criteria you want to remove from the filter
3. Click Confirm
   
   
   

 

Removing All Filter Criteria from the Smart Search Manager page

1. Click the Filter dropdown menu
2. Click Remove Filters