To make changes to your saved search, locate your search in the Contacts section. It will be either saved in your profile under Contacts or your Client's. Clicking on the search title will open it. Make any changes, and then save to update.
- To open a saved search, click on Contacts in the REALM Menu.
- Next, choose the Contact name that the search is saved for (or your name if it is your search). Click on the Searches tab and locate the saved search.
- Click on the title of the search to open it.
- The search opens in the Search tab. Here you can make any changes you would like.
Once done, click Searches and then Save Search from the dropdown.
- In the Save Search window, you can review that the notifications are still set to the client's liking or change the title of the search
- Click the Save Search button at the bottom right-hand corner of the window to save the new changes.