Can advanced searches be saved for later use and made to appear in the Search menu, so users dont need to enter the search criteria every time? Similar to how custom reports can be created once and added as a menu item under Search?
regards Sudesh
1 Answer
You can save the result of an advanced Search as a Smart Group. If you want a link to that smart group in the menu, you can add a menu option for it with Administer > Customize Data and Screens > Navigation Menu.
answered Apr 16, 2015 at 12:53
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Ok, I see. Can you then add this smart group somehow as a menu option under Search?– SudeshCommented Apr 16, 2015 at 13:04
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You can add menu options with Administer/Customize Data and Screens/Navigation Menu. You can add any internal or external URL to the menu. So you save the URL of the Smart Group and add it to the menu? Commented Apr 16, 2015 at 13:16
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Or to keep things simple, just search for the group in simple search.– Joe Murray ♦Commented Apr 18, 2015 at 1:41
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But this solutions only works for Contact Searches, not for Participant or Member searches Commented Apr 1, 2017 at 15:17