How to Use the Save Search Feature in Mind That
The "Save Search" feature in Mind That enhances user efficiency and streames access to various Record Types.
This feature allows users to save their search filters, eliminating the need to repeatedly input the same criteria, saving time and effort.
.
Save Search Feature
To use Save Search, try searching for a Record Type (Jobs, Site, Vendors, Tenants, etc.)
In this example, we’re searching for Vendors. Click on the “Save Search” button. A new window will appear.
On the Save Search window, (A) you can type in the Filter Label name you want.
You can (B) also mark this search filter as a favourite.
Other users in your workspace can see your saved search filter (C) if you toggle on the “Make available to All Users” button.
Where to See Saved Searches
To find your saved searches, go to your user profile in the upper right-hand corner, click on the drop-down arrow, and click on Saved Searches.
A list of all your saved search filters should appear. You can mark a search filter as a favourite by clicking the star on the left side of the list.
You can also click on the saved search filter and the “Update Search” button to make changes to your saved filter.