Save a Search on the Request List

SeeClickFix 311 CRM allows you to save and share a set of filters on the request list. Each member can use the filters on the left side of the Requests list view and then save the filter for quick access later. Filters can be set as your default, and Owners of the organization can share them with the entire staff. This allows you to avoid recreating filters on the request list repeatedly.

Instructions

1. Sign in to your site

2. Navigate to the Requests tab

3. Configure desired filters

4. Click Save

5. Add a Title for the saved search

6. If desired, choose to Make this your default search

7. Click Save

8. The list will now display under the Saved Searches drop-down