Use this article to open and sort saved searches, save changes, update their settings, and rename, duplicate, or delete them.
Open a saved search from the Search page
Open a saved search from the Search page. The Saved Searches button in the upper left reads Saved Searches until you open a saved search, then shows that search's name. Saved searches keep your filters, sort order, layout, contacts, and alert settings.
Steps:
Click Saved Searches, or the name of the open saved search, in the upper left of the Search page
Click the name of the saved search in the My Searches window
The search opens on the Search page. The saved search name appears in the upper left, and any contacts added to it are listed next to Save.
Find and sort saved searches in the My Searches window
Click Saved Searches, or the name of the open saved search, in the upper left of the Search page to open the My Searches window. Find a saved search by entering its name or a contact's name in the Search by name or contact field. Sort the list by selecting an option from the dropdown to the right of the field:
Name: Alphabetical by saved search name.
Contacts: Alphabetical by the first name of the first contact added to the saved search. Saved searches with no contacts are listed last.
Created: Newest saved search first.
Updated: Most recently changed saved search first.
The Contacts column lists the contacts added to each saved search. The Notifications column shows who receives its alerts.
Save changes to a saved search
Save changes to the open saved search from the Search page. An orange dot on the Save button in the upper left means the search has unsaved changes. Click Save, then choose how you want to save your changes in the Save Search window:
Update Current: Saves your changes to the open saved search.
Save New: Saves your changes as a separate saved search and leaves the original unchanged. Enter a name in the Name this search field of the New Search window, then click Save.
Start a new search
Start a new search from the Search page in one of two ways:
Start New: Click Start New in the upper right of the Search page.
New Search: Click Saved Searches, or the name of the open saved search, in the upper left of the Search page. Then click New Search in the lower left of the My Searches window.
If you have a Template Search, the new search starts with its settings. Create a Template Search explains how to set one.
If the current search has unsaved changes, choose what to do with them before starting a new search:
Discard: Starts a new search without saving your changes.
Save: Opens options to save your changes. For a saved search, click Update Current or Save New. For a search that has never been saved, enter a name in the Name this search field and click Save. After saving, click Start New or New Search again to start a new search.
Open New Tab: Starts a new search in a new browser tab and keeps the current search, with its unsaved changes, in the original tab. This option is available only when you click Start New.
Change a saved search's settings in the Edit Search window
Click Saved Searches, or the name of the open saved search, in the upper left of the Search page. In the My Searches window, click the pencil icon next to a saved search to open the Edit Search window, which holds these settings:
Name this search: The name of the saved search. Every saved search needs one.
Contacts: Click the Contacts dropdown and select the checkbox next to each contact to add them to the saved search. The list shows only your existing contacts. To add a new contact, click Open Contacts in the My Searches window. The Contacts page opens in a new tab.
Alerts: Turns email alerts on or off. The bell icon next to the saved search also turns alerts on or off.
Allow added contacts to see and edit this search: Lets added contacts see the saved search and edit its filters and charts. They find it in their client portal, their workspace for collaborating with you.
Reverse Prospecting: Lets agents with a matching listing discover the saved search and reach out to you. Reverse Prospecting is on by default.
Applied Filters: Lists the filters saved in the search. Change filters from the Search page, then save your changes.
Click Update in the Edit Search window to save changes to these settings.
For more information:
Share a Saved Search with a Client covers adding clients and what they see and edit.
Set Up Email Alerts for Saved Searches covers alert types, recipients, and frequency.
Find and Contact Buyer's Agents with Reverse Prospecting covers how agents find matching saved searches.
Contacts Page Overview covers creating a new contact.
Rename a saved search
Rename a saved search from the Edit Search window.
Steps:
Click Saved Searches, or the name of the open saved search, in the upper left of the Search page
Click the pencil icon next to the saved search in the My Searches window
Enter the new name in the Name this search field
Click Update
The saved search is renamed, and a green message in the lower right reads "Your saved search has been updated."
Duplicate a saved search
Click Saved Searches, or the name of the open saved search, in the upper left of the Search page. In the My Searches window, click the copy icon next to a saved search to duplicate it. The duplicate appears right away, above the original, with Copy at the end of its name. It keeps the original search's settings, including its filters and contacts, but alerts are off.
Turn on alerts with the bell icon or from the Edit Search window. Rename the duplicate to make it easier to tell the searches apart.
Delete a saved search
Delete a saved search from the Edit Search window. A deleted saved search cannot be recovered.
Steps:
Click Saved Searches, or the name of the open saved search, in the upper left of the Search page
Click the pencil icon next to the saved search in the My Searches window
Click Delete in the lower left of the Edit Search window
Click Delete in the Delete Saved Search window
The saved search is deleted and no longer appears in the My Searches window.
