Save Editable Search to Contact’s Portal

Save a Search to a Contact’s Portal: Save To Option

From a search results screen, click the Save button and select Save Search.

On the Save Search screen, name your search and give it a description.

  • Choose the Search Owner:

  • Then select 'New' or 'Existing' next to Contact:
    • New: Set up a new Contact and invite them to the Portal:

    • Existing: Attach the search to an existing Contact:

Your Contact Can Edit the Search from the Portal
If you selected New/Existing Contact on the Save Search screen, your contact will see the search in their portal and be able to select the search and click the Edit Search button to edit the search criteria.

Note: if the client changes the current search criteria and saves the search using the same name, it will save overwrite the original search criteria so there is only one search. They can also choose to rename the search when saving it, creating two searches each with different search criteria.