FAQ-005-OPPORTUNITIES-How to create and save a search?

Contents

1. Creating and saving a search
2. Managing saved searches and shortcuts

1. Creating and saving a search

From the "Vehicles" and "Opportunities" menus, you can create and save searches. 

To start with, click on "Opportunities".

From this page, click on "Filters".

Click on 'Add a filter' to add a filter.

• Select the filter of your choice in the drop-down list. 

• You can also enter the term directly to ease your search. 

Once you have configured one or more filters, click on the button "Save search" to re-use this applied filtering later.

The window « Creating a saved search » will then open-up letting you:

• Give your search a title 1 

• Create a shortcut to the home page by ticking « Pin this search to my home page ». 2

• Share the search with your entire entity or with all the entities in your group. 3

• By default, sharing is enabled for the entity, which only allows the saved search to be viewed.

Click the 'Save search' button in this window to save your search.

2. Managing saved searches ans shortcuts

By choosing to pin your search on your home page, it will be displayed under « My shortcuts ».

Otherwise, by clicking on "New shortcut":

• The list of your saved searches will be displayed and you will be able to choose the one you want to pin on your home page.
• The number of shortcuts is limited to 12 (both modules combined).

Saved searches that have not been pinned will be available in the relevant module.

« Opportunities » module: Your list of saved searches is displayed as soon as you click in the « Display » field.

« Vehicles » module: In the « Display » field, click on the « My saved searches » sub-menu to view your listing.