You might not be able to save a search for a client if a salesperson-only field was selected during the search.
When this happens, you will see the message - This Search can only be saved for yourself. Save for Client is disabled for this search because it contains a salesperson-only field: (the field that was selected will appear here).
You will need to remove the filter mentioned, and you will be able to save the search for the client. If the filter is mandatory and cannot be removed, you can save it under your contact name and include your client's email in additional email notifications.
Did you know that you can view step-by-step demos for many REALM features? Just sign into the desktop site, click on the question mark in the right-hand corner of your screen, and click ‘Show me how’ for help!