This feature is only available to Admins

Edit your Saved Searches to change the Search's name or decide who can see the Search. 

  1. To edit a Saved Search, go to your Clients page. Under the Actions menu, select Edit Saved Searches.

2. Click on the saved search (or use the search bar) and select the item you would like to edit. 

3. You can change the name, view settings, or click the red button to remove the Search completely. Please note, you cannot edit the the filters within a saved search. Click the blue Save button to complete your edit. 

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