Creating and managing saved searches Follow

As the number of conversations in your Outpost account grows, you may find it helpful to create some groupings to help you keep track of specific themes. For example, you can search for a keyword, sender, and date range, and then save that search to refer to later on.

Saved searches are dynamic – as new conversations happen, they're added to the saved searches they apply to.

Note: Owners, administrators and users can create saved searches. The searches you save can only be seen by you, unless you share them.
Note: Saved searches work similarly to tags. You can use them together or separately as meets your needs.

 

Saved searches can take many forms, so you may want to experiment with approaches to see what works best for you. Here are some sample saved searches for inspiration:

  • Searches pertaining to a particular product or service you offer
  • Searches pertaining to an upcoming company event
  • Searches pertaining to specific actions that happen regularly in your business, such as cancellations or returns
  • Searches pertaining to a specific attachment
  • Searches pertaining to a specific customer who needs special attention

 

Creating a saved search

  1. Type a search query into the search box at the top of the Outpost window. Either click the magnifying glass icon or hit <enter> on your keyboard:
    search.png

  2. You'll be placed on the Search page, where you'll see all conversations related to that search query. Click the Save search link to save this search:
    search_results.png
  3. Add a title for this saved search, then click Save search:
    searchname.png

    Note: For instructions on sharing searches, see Sharing saved searches.

  4. To view a list of your saved searches at any time, click on the search box.
    saved.gif

 

Editing a saved search

You can change the title and sharing status of a saved search at any time. The original search query remains the same. If you need to change the query, we recommend creating a new search and saving that.

Note: A user can only edit searches they have created. Administrators can edit any shared search, no matter who created it.
  1. To access your saved searches, click the search box at the top of the window and select the search that you wish to edit from the list of saved searches.
    saved_list.png
  2. At the top of the list of search results, click the pencil icon to edit this search:
    editsaved.png
  3. From here, update any necessary field. Click Update Saved Search:
    update.png 

 

Deleting a saved search

Any user can delete a search they have created. Administrators can delete any shared search, no matter who created it.

  1. To access your saved searches, click the search box at the top of the window and select the search that you wish to delete from the list of saved searches.
    saved_list.png
  2. At the top of the list of search results, click the trash can icon to delete the saved search:
    delete.png
  3. Click the link to either Delete search or Cancel:
    deletesure.png

    Note: When you delete a saved search, no conversations are deleted.

 

Favoriting a saved search

As you accumulate saved searches in your account, you may want to highlight a few of them from time to time to help you locate them more easily. In this case, you can mark a saved search as Favorite.

  1. To access your saved searches, click the search box at the top of the window and select the search that you wish to favorite from the list of saved searches.
    saved_list.png
  2. At the top of the list of search results, click the Favorite icon:
    favesearch.png
  3. The search can now be accessed from the My Favorites section on the sidebar of the Saved Searches page. It will also appear at the top of the saved searches list.
    fave.png

 

More on sorting and searching conversations:

 

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