Using Custom Saved Searches

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    Alan Marcum

    Our church is new to Breeze.  Is there a way to make saved searches global so all of our users can get the same results when looking for certain criteria?

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    Emily W.

    Hey @alan!

    Welcome to the Breeze family! :) This article provides you the information in how to create and save a search option that are user specific and at this time it is not a current feature for that to be visible outside of your user account.

     

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    cocoffice

    Is there a way to delete a "saved search" list on the people tab?

    Randa

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    Emily W.

    Hi @cocoffice!

    Yes!

    1. Select the "People" tab from the top right.
    2. On the left, click "Show More Filter Options."
    3. Using the "Saved Searches" dropdown on the top left, select the saved search you want.
    4. Select the gear icon on the right of the saved search.

    A pop-up box will open with the saved searches and a small x to the right of the saved search will allow you to delete it.

    Hope this is helpful!

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    Shelly Spencer

    I was just looking for information on how to make a saved search available to other users. I realized that isn't an option, but perhaps you can share a static search with them so they don't have to recreated it.

    When you have a search created that you'd like to save, all of the data is in the address bar. Perhaps sharing that (copy & paste) with another user (by email for example) would allow them to quickly access the same search. Then they could choose to save it if they plan to use it again in the future.   - Shelly @ Butler

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    Micah M.

    @Shelly, that's an excellent pro-tip!! As long as others have the same access (e.g. to those filter options) then they definitely should have the ability to view that pasted information - and then save that search as well! Thanks for sharing that option here!
    Happy Breezing!

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