FreedomSoft allows you to save any Advanced Search so you don’t have to re-enter the same filters and criteria every time. This feature is especially useful for searches you run frequently, helping you save time and stay organized.
Save Your Advanced Search
1. Navigate to any spreadsheet view of records in your account and click the funnel icon to open Advanced Search.
2. Select the filter(s) you want using the Add Filter dropdown.
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You can add multiple filters by clicking the + icon.
3. After setting your filters, click the checkmark icon to save the search.
4. Give your saved search a name and click the blue Save button.
5. Access your saved search at any time from the Saved Search dropdown.
6. To delete or reorder saved searches, click the gray gear icon.
7. Use the vertical 3 dots icon to drag and reorder, or click the X to remove a search.
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Be sure to click the blue Save button when finished.
Saving and managing your Advanced Searches in FreedomSoft ensures you can quickly access the exact records you need without repeating the same steps every time.