Saved Searches and Column Layouts

Updated: 2024-06-05

Save time when querying the Client Manager database. Use saved searches and column layouts to set your favourites. Learn how to:

1. Save custom searches (1:40)
2. Attach a column layout to a saved search (9:58)
3. Create a custom column layout (11:56)
4. Export to Excel® from the Client Manager (19:40)

Date of broadcast: January 24, 2018
Presented by: Andrew Little