Save a favourite FireMate search

Searching for the same items constantly? Learn how to save a search to save you time!

Contents

1. Understanding the FireMate Search feature
2. Saving a search as a favourite search
3. Accessing a favourite search
   1. FireMate Search Window
   2. FireMate Dashboard
4. Managing saved searches

Understanding the FireMate Search feature

The FireMate Search feature is a powerful tool that can be used to locate a huge variety of data across your entire FireMate database. Search Customers, Contracts, Invoices, Assets and more by using the FireMate search!   

Saving a search as a favourite 

1. From the FireMate navigation bar, select [Search]
   
2. Update the Search window to display your desired filters.
   1. We have used overdue invoices in the example below.  
      
3. Select the "My Saved Searches" dropdown
4. Select [Save Current Search]
   
5. Enter the name of the search
6. (Optional) Select the "Favourite" tick box to have the search display as on your FireMate Dashboard as a Favourite Search. Learn more here
7. Select [Save]
   
   

Accessing a favourite search

Access a saved search from one of two places, the FireMate search window or the FireMate dashboard!

From the FireMate Search window

To access a saved search;

1. From the FireMate navigation bar, select [Search]
   
2. From the Search window, select the "My Saved Searches" dropdown
3. From the dropdown, select a saved search to run 

From the FireMate Dashboard

To access a favourite search;

1. From the FireMate dashboard, locate the Favourite Searches tile. 

Managing saved searches

To manage a saved search;

1. From the FireMate navigation bar, select [Search]
   
2. From the Search window, select the "My Saved Searches" dropdown
3. From the dropdown, select [Manage Saved Searches]
   
4. Select a search from the list to rename, delete or set the search as a favourite so the search displays on your FireMate Dashboard!