Create a Saved Search

Overview

Carevoyance has an incredibly powerful search tool that enables users to save searches for quick and efficient future use.

 

Instructions

Step 1

To build a Saved Search, from the Search page > click All Filters 

 

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Step 2

Select filters as required > click Save Search

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Note: specify to search within Individuals, Orgs, or Systems

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Step 3

Name the Saved Search and select the available options, as required > click Create > the new Saved Search will be found on the Home page under Saved Searches

Note: Saved Searches may be shared among team members

 

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