Geographical Regions (Saved Searches)
TurnLink allows users to create saved searches for company lists they need to access frequently. A commonly desired saved search is all customers in specific geographical regions.
To do this, go to Advanced Search > Add Field > Company Type = Customer, and click 'Add':
Then choose Add Field > Address, comma separate the Cities, States, or Zip Codes that define your region, and click 'Add':
Now that your region is defined, choose 'Save/Manage Searches' from the Advanced Search menu:
Name your new search, and click 'Submit':
The benefit of defining regions in this manner is that as changes occur within your database, e.g. new customers are added, they are automatically picked-up using your Saved Search criteria so your company list will always be current and accurate!
You can pull up your saved searches in various areas of the application including:
Advanced Search:
The quick search bar on the top of all screens:
And the 'Options' tab on all reports within our reporting suite:
If you would like to copy your saved search to other users you can do so by going to Advanced Search, clicking the menu icon, and selecting 'Save/Manage Searches'.
This time, on the pop-up window, choose 'Manage Existing', click the menu icon next to the search you wish to copy, and select 'Copy to Other Users':
