How to Add Saved Searches to Your Dashboard

Why This Matters

Advanced Search lets you create detailed filters to find exactly the contacts you want. By saving these searches and adding them to your dashboard, you can quickly access dynamic groups of contacts that update automatically as your data changes. Instead of rebuilding complex searches every time, you'll have instant access to your most important contact segments right from your home screen.

Before You Begin

Before you can add a saved search to your dashboard, you need to:

Create and save an Advanced Search with the filters you want to track
Know which contact segment you want to monitor (for example, recent leads, clients in a specific category, or contacts you haven't emailed recently)

If you haven't created any saved searches yet, follow the steps below to build one first.

Step-by-Step Instructions

1. Go to Contacts

Navigate to Contacts in the main menu and open the Contact List.

This is where you'll build your advanced search.

2. Click the Advanced Search Tab

Select Advanced Search to access the filter builder.

Advanced Search lets you combine multiple criteria to find specific contact groups.

3. Add Your Filters

Choose the fields and conditions you want, such as Tags, Categories, Sources, Activity Dates, or custom fields. Combine multiple filters if needed to narrow your results.

For example, you might filter for contacts tagged "Hot Lead" who were added in the last 30 days and haven't been contacted yet.

4. Run the Search

Click Search to view matching contacts. Review the results and adjust filters if necessary to refine your search.

Make sure your search returns the contacts you want to track before saving it.

5. Save the Search

Click Save This Search and give it a clear, specific name so you can recognize it later (for example, "New Hot Leads - Not Contacted"). Click Save to store it in your account.

You can now access this saved search anytime and add it to your dashboard.

6. Go to the Dashboard

Click Dashboard in the main menu to return to your home screen.

This is where you'll add the widget.

Click Add Widget (or the + icon, depending on your system layout) to see available widgets.

The dashboard will show you all widget options.

8. Choose Saved Searches

Select Saved Searches from the widget options, then choose the specific saved search you want to add to your dashboard.

The widget will display live results for that search.

9. Confirm and Save

The widget with your saved search will now appear on your dashboard. Click Save or Done if prompted.

You can rearrange the widget by dragging it to your preferred location.

Click on the widget anytime to instantly view up-to-date results for your saved search. The list updates automatically as contact data changes.

This gives you real-time access to your most important contact segments without rebuilding searches.

Tips for Using Saved Search Widgets

Use Clear Names — Name saved searches specifically (like "VIP Clients - Birthdays This Month" instead of "Search 1") to avoid confusion when you have multiple widgets.

Track Multiple Segments — Add multiple saved search widgets to your dashboard if you monitor several contact groups.

Combine Filters Strategically — Use multiple criteria together for precise targeting, such as Tag + Category + Last Contacted Date.

Keep Your Dashboard Clean — Remove widgets you no longer use from the dashboard customization settings to reduce clutter.

Questions and Answers

Q: What is an Advanced Search?

A: It's a tool that lets you filter contacts using multiple, specific criteria such as Tags, Categories, Sources, Activity Dates, or custom fields.

Q: Can I save multiple searches?

A: Yes. You can save as many Advanced Searches as you need and add multiple saved search widgets to your dashboard.

Q: Do saved searches update automatically?

A: Yes. The search results update periodically automatically. You can use the refresh icon on any widget to update to the most current numbers.

Q: Can I edit a saved search?

A: You can run the saved search again, adjust the filters, and save it. You will be asked if you want to update an existing saved search or add as a new search.

Q: Can I remove a saved search widget from my dashboard?

A: Yes. Go to the dashboard customization mode, find the widget, and use the trashcan icon to delete it.

Q: Do saved searches affect other users?

A: No. Saved searches are tied to your individual account. Other users can save and add their own searches without affecting yours.

Q: Can I use saved searches for group actions?

A: Yes. After running a saved search, you can add those contacts to Group Actions for bulk emailing, tagging, or exporting.

Q: Are there limits on the number of dashboard widgets?

A: There is typically a limit based on available space, but you can add multiple saved search widgets as long as they fit on your dashboard layout. Create additional tabs for more space and to group like items.

Guide Type: How-To Guide

Estimated Time: 10 minutes

Next Guides: How to Use Advanced Search, Understanding Your Dashboard, Using Group Actions