Saved search results gadget

The Saved Search Results gadget shows the real-time results of a saved search.

Add the gadget

  1. Open the Dashboard.

  2. At the top of the Dashboard, find the Dashboard button, then click the gear icon.

    User settings icon

    The User Settings screen shows.

  3. Click + next to the Saved Search Results item:

    Saved search results add button

  4. Click Close Settings button, after the list of available gadgets. The Dashboard screen shows with the new gadget added.

  5. Find the Saved Search Results gadget, then click its gear icon to show the gadget settings:

    Saved search results configure button

  6. Select the Saved Search to use.

  7. Set the number of results to show per page.

  8. Click Submit.

    Saved search results configuration

Use the saved search results gadget

To use the Saved Search Results gadget, you must first Add the gadget to your Dashboard and configure it. Once added, saved search results show on your Dashboard.

Results can be used to:

  1. Quickly link to associated search results.

  2. Execute actions:

    • Bulk schedule.

    • Export case events.

    • Join cases.

    • Cash receipts.