Saving, Retrieving, Deleting a Search

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About this lesson

If you find yourself running the same searches on a regular basis, you can create a shortcut for yourself by saving that search.  Naturally, you can always modify it and delete it altogether once you no longer need it.

Quick reference

Topic

Cheat Sheet: Saving, Retrieving, and Deleting a Search.

When to use

If you find yourself running the same searches on a regular basis, you can create a shortcut for yourself by saving that search.  Naturally, you can always modify it and delete it altogether once you no longer need it.

Instructions

If you’re performing the same searches on a regular basis, you can save time by not having to type the same search terms over and over by saving specific searches.

When you want to save a search, run your search and then, go to: Edit > Find > Give your search a name > OK.

The process is slightly different for Windows users.  In Windows, once you run a search, you will see a little magnifying glass with the option to save that search, so there’ll be fewer steps for you.

To modify a saved search, select it from the drop down menu, go Edit, and in the window that pops up, change the name of the search or the search criteria.

In the bottom left corner you will also see an option to delete your search.

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  • 00:00 If you find yourself running the same searches over and
  • 00:06 over again, you can create a shortcut yourself by saving that search.
  • 00:13 You will be able to modify it or delete it once you don't need it.
  • 00:17 So in this lesson, let me show you how you can do all that.
  • 00:22 So first of all, run your search.
  • 00:24 Let's say I'm looking for all my notes tagged business.
  • 00:29 Once you've run your search, if you're on Mac > Edit > Find > Save Search.
  • 00:40 Give your search a name and hit OK.
  • 00:43 If you're on Windows, look for the magnifying glass.
  • 00:47 You will be able to save your search directly from there, so
  • 00:50 you will have much fewer steps.
  • 00:54 Where can you find your search?
  • 00:55 If you hit on this search bar and open this drop down menu,
  • 01:00 you will see this new category Saved Searches.
  • 01:04 Your saved search will be under this category, and this is also the place from
  • 01:08 where you will be able to go to Edit and make changes to this search,
  • 01:14 rename it or layer another search criteria.
  • 01:22 Save.
  • 01:24 Or if you no longer need this search, go to Edit > Delete Saved Search > Delete.
  • 01:32 So this is how easy it is to create, retrieve,
  • 01:37 modify, and even delete a search.
  • 01:40 But try this, if you do run the same searches over and
  • 01:44 over again, you will find this huge time saver, because you will not have to
  • 01:49 enter search criteria again and again when you run that search.

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