Rename a Saved Search

If your security role gives you the required access, you can change the name of a saved search.

To rename a saved search, complete the following steps:

1. From the Ajera CRM Navigation menu, click Reporting and click the type of report.
2. Select the report for which you want to rename a search.
3. Click the Selection column and click .
4. Click next to the Searches field on the Lookup to display a list of the folders containing saved searches.
5. Click the folder that contains the saved search that you want to rename.
6. Right-click the name of the search, and click Rename on the shortcut menu.
7. Enter the new name and press ENTER.

Alternate procedure: To rename a search in the same way on the Organize Options dialog box, click next to Folder Name.