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Save a search

Learn how to save your search criteria in the contact form so you can quickly run the same search again later.

Written by Cristiana Ghinea

You can save your search criteria in the contact form, making it easier to repeat the same search in the future.

Save a search

  1. In the contact form, click the Search button.

  2. Enter your search criteria in the yellow boxes. Click the filter icon, select the relevant boxes, and click Go when you are ready.

  3. Double-click the folder to view the search statements.

  4. Double-click the search statement you want to use.

  5. Click the Apply button in the top left of the ribbon.

  6. Review the list of contacts on the left—these contacts match your criteria.

  7. Click the dropdown arrow beneath Search in the ribbon at the top.

  8. Select Save Search.

  9. Enter the details in the Save Search box, then click Save.


Open a saved search

  1. In the contact form, click the dropdown arrow below Search.

  2. Click Select saved Search.

  3. Choose your saved search from the list.

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