Saved Searches
Saved searches are a great tool to use for those target lists and reports you use on a regular basis. By saving your search, you have quick access to generating commonly used target lists or reports, by simply selecting the search from the saved search drop-down.
How do I save my Advanced Contact or Property Search in Agentbox?
*Note: The saved search will save the search criteria, not the actual results therefore any new contacts will appear each time you run the search.
1. Open the Advanced Contact Search or Advanced Property Search panel (In this tutorial we will use an Advanced Contact Search).
2. Enter your Search Criteria into the appropriate fields.
3. In the Save Search field, enter the name you would like to save this search.
4. Click Search.
How do I find my Saved Search in Agentbox?
1. Click the Contact or Property icon from the main menu (In this example we will use contacts).
2. Click the Saved Searches drop-down and select your search.
4. Your Target List will appear on the screen.
How do I edit a saved search?
1. Open one of your saved searches as outlined above.
2. Click the Refine Search tab.
3. Alter the search requirements as you desire.
4. Click Search to save changes.
How do I remove a saved contact search?
1. Open one of your saved searches.
2. Click on the Refine Search tab and click the Remove Saved Search button.
4. Click Yes.
