Saved Search Display Card Added to Advanced Search
What’s new?
Similar to the ATS/CRM update, if you open the Advanced Search window while viewing a saved search, you’ll now see a card on the left side of the window displaying the name and owner of the saved search.
This update also allows you to update the saved search criteria from within the Advanced Search window. Click the SAVE SEARCH + button then Update Saved Search to save your changes to the search criteria, or click RESET to remove the search criteria entirely.
We’ve made this update to the following lists:
- Payable Charges
- Billable Charges
- Timesheets
- Invoices
Why is this important?
This update makes it easier to see when you’re viewing saved search criteria and allows you to ensure the changes align with your intended search for relevant data.
How do I enable this?
Generally Available: Enabled by default.