Delete a Saved Search

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The creator of a saved search can delete that search at any time.

If that saved search was shared across the organization, an Owner can delete that shared search only after it has first been deleted by the creator in order to prevent shared searches from being deleted by anyone other than the creator of that saved search.

A shared filter will also honor any restricted categories, similar to how a normal filter and search would.

Instructions

  1. Sign in to your site

  2. Navigate to the Requests tabThe CRM home page, with the Requests Tab highlighted.

  3. Open the Saved Searches drop-down menuThe Requests tab with the Saved Searches drop-down menu highlighted.

  4. Click Delete next to the search you wish to removeThe Requests tab with the Saved Searches drop-down menu expanded and the Delete link for a saved search highlighted.

  5. Select Confirm on the pop-up that says Are you sure you want to remove this saved search?The Delete Saved Search confirmation pop-up window with the Confirm button highlighted.