Delete or Rename a Search

Delete unused searches to avoid cluttering up your saved search folders. Rename a saved search to make its purpose clearer.

To delete or rename a saved search, complete the following steps:

1. Click to display the lookup.
2. Click next to the Search field.  
3. Select one of the following actions:
   • Right-click the search that you want to delete and select Delete. When Ajera CRM asks you to confirm the deletion, click Yes.
   • Right-click the search that you want to rename, select Rename, and enter the new name.