Using Custom Saved Searches

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9 comments

  • Avatar
    joshuapsteele

    Is there a way to set the default filter for an entire role and not just for yourself? 

    Example: Our members have a "Parishioner" role, and I'd like to make the default filter for that entire role show only the adults in the church in the "People" tab. 

    Is this possible?

  • Avatar
    Sheley

    Hey @joshuapsteele - That is not an option at this time. If you to make it so that they cannot ever seen any "non-adult" person, you could create a tag for your adults and change the role so that they can only see the "adult" tag. 

  • Avatar
    caterodman

    Does default filter function still exist?  I can't find it.

  • Avatar
    Sheley

    Hey @caterodman - it sure does.  Make sure that you're on the People tab and you haven't clicked "show more filter options" on the lefthand side.  Then scroll to the bottom of the page and you should see it there. 

  • Avatar
    caterodman

    I found it Sheley...needed to have more faith that it was there!  I second the req for being able to set a default profile by role!

  • Avatar
    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?

  • Avatar
    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.

     

  • Avatar
    cocoffice

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

    Randa

  • Avatar
    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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