Overview

Saved searches will appear in the drop-down menu and can also be used for dashboards and reports. You can create and manage saved searches by accessing the saved search drop-down menu from any MobiWork feature page.

By default, MobiWork provides a list of saved searches for each web feature. You can also create your own saved searches by clicking the "Create a New Advanced Search." Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).

By clicking on the "Manage Saved Searches" option, the Manage Saved Searches pop-up window will appear; from this pop-up window you will be able to rearrange your saved searches, edit existing saved searches, or create a new saved search.

Create a New Advanced Search

In any MobiWork feature, you can create a new saved search to locate a particular status, assigned user, etc. of a quote, part, invoice, work order, etc. For example, you can use a saved search to see all your customers with an "At Risk" status in a specific country.

While the process of creating a new saved search is the same across all MobiWork features, each New Search pop-up window contains different search criteria. For instance, a Work Order will have an assigned user search field, while a Customer will have a sales funnel field.

You can add new categories, tags, and custom fields in the respective feature's settings page to further refine your search.

To create a new saved search, click on the search bar drop-down and select "Create a New Advanced Search." Input the data, fields, range, etc. that you would want to comprise your new saved search. Then name your saved search (e.g., Customers At Risk in Canada); this step is vital as it will allow you to access the new saved search in the future. Please note that once you name a saved search you cannot edit its name.

By selecting the "Default Saved Search" checkbox, the selected new saved search will be marked as your default search. This means that whenever you access that feature, this saved search data will appear automatically. By selecting the "Search Available to All Users" checkbox, you grant other users access to your saved search, allowing them to use your search parameters for their accounts.

Edit Saved Search

To edit a saved search you will need to open the Managed Saved Search pop-up window; to access this window, please select the "Manage Saved Searches" option from your selected MobiWork feature:

The Manage Saved Searches pop-up window will then appear:

Once the pop-up window is open, you can edit a saved search by either:

• Clicking on the Pencil icon.

• Or selecting the "Edit" drop-down from the Individual Actions button.

In either case, the Edit Search pop-up window will appear:

The fields and data displayed in this pop-up window depend on the feature that the saved search is derived from (e.g., the "Quote Details" field will be found in a saved search from the Quotes feature).

You can add additional fields with the categories and tags found on the respective feature's settings page.

Select the new data that the saved search should utilize from the desired fields. Once you are satisfied with the updated information, click the Save button.

Please note that once you name a new saved search, you cannot rename it. To change the name, you would need to delete the saved search and create a new one.

Searching for Parent and Sub-Customer Accounts

The best way to visualize parent accounts and their associated sub-customers/child accounts is to export your customer list to Excel.

From the spreadsheet, you can view all parent accounts and their associated sub-customers. We do not have an attribute to search for parent customers directly. For more information on how to export customers, please see the Export Customers page.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!