XCM enables you to save search criteria for future use. Saving search filters helps firms to maintain consistency and makes searching faster and more efficient for users to retrieve the information.
It is possible to save searches at three levels:
•User level
•Firm level
•Branch level
Details of the search levels are specified in Search Level Table.
Search Level Table
|
Search Level |
Description |
User Right Needed Y/N |
|
User |
Limits the view and run capabilities to the user that has created the saved search and is based on login credentials. Saved searches at the User level are displayed in the My Search tab. |
N |
|
Firm |
Allows all firm users to view, run, edit and delete a saved search that is displayed in the Firm Search tab. |
Y. Contact Internal XCM Administrator |
|
Branch |
Allows all users in a specific organization location to view, run, edit, and delete a saved search. Branch level searches are displayed in the Firm Search tab. |
Y. Contact Internal XCM Administrator |
To Save a Search:
1. After you select the desired filter in the Advanced Search tab, click Save to open the Save Search page.
Save Search
2. In the Search Name text box, type a name for the search you want to save.
3. In the Description box, type a description that would make it easy for you to identify the nature of the search.
4. To select a specific Search Level, select the radio button beside it.
5. You can now do one of the following:
•Click Save to save the details.
•Click Cancel to clear search details.
The search you saved is available in a search tab based on the Search Level you selected.
If you selected the Search Level to be User, the saved search is displayed under the My Search tab with the user level (UL).
Saved Search-User Level
When you save a search at the Firm level or the Branch level, the searches are displayed under the Shared Search tab.
Click 
to run
the saved search when required.
Click 
to
modify the saved search filter.
Click 
to delete the saved search
filter.