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How do I create or remove a Favorite Search?

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How do I create or remove a Favorite Search?
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The “Add favorite search” functionality allows a user to name and save frequently used searches.

Step 1: Select a Tab

Navigate to the Main, Survey, Employee Giving, Nomination, or Volunteer Events tab within CyberGrants.

Step 2: Enter Search Criteria

Type in or select the search criteria.

Step 3: Click Search

Click the Search button. Your results will be displayed.

Step 4: Click "Add"

Click the “Add” button next to the “Heart Icon” field.

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Step 5: Enter a Favorite Search Name

Type a name in the “Name this favorite search” field.

Step 6: Click Save All

Save search settings. NOTE: Named searches are listed in the “Saved Searches” field on the top right-hand corner of the screen, eliminating the need to re-enter a specific set of search criteria.

Step 7: View Saved Searches 

View named searches in the saved searches section.

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Step 8: Select a favorite search field

The “Saved Searches” field is visible if a user has saved favorite searches. Click the link "Saved Searches" to display the named searches then click a name. Then, click the “Name” of the search to perform the search.

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Step 9: Remove from Favorites Field

To remove a favorite search from the “Saved Searches” dropdown field, Click the link "Saved Searches" to display the named searches then click a name. Click the "Remove" link on the far right:

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What else do you need help with?

Not what you're looking for? Navigate to Understanding Search Configuration


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