Editing a Smart Search

Navigation: Tools > Smart Search

1. From the bottom navigation bar, click Tools
2. Click Smart Search. The Smart Search Manager will display.
3. In the Search field, enter the name of your Smart Search you want to edit or scroll through the list of Smart Searches on the page 
4. Click the name of the Smart Search. The Edit Smart Search page will display.
   
   
   
   
5. Edit the Smart Search, as needed. See Creating a Smart Search for instructions. 
6. Click Save Changes or Run. If you choose Run, you’ll have two options:
   
   
   1. Run Search: Shows the record results and the total number of records 
   2. Count Results: Shows only the total number of records
      
      
      
      
7. Review the results of your Smart Search to ensure they’re correct