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Saved Searches in Brief Connect

Saved searches let you save a combination of search terms, filters, sort order, and column selections so you can quickly reapply them to the records table.

What gets saved

  • Search term (keyword)
  • Applied filters and refiners, including date ranges
  • Sort column and direction
  • Selected columns and their order (column order is remembered per saved search in your browser)
  • The list context you saved it in (e.g., My records, Open records, Closed records, Active tasks, or Search)

The active saved search for each list is remembered in your browser and reapplied automatically when you return to that list.

Where to use saved searches

Saved searches appear above the records table wherever it is shown (Records pages, Active tasks, and the Search page). Look for the Saved searches dropdown on the right side of the table header.

  1. Apply the search term, filters, column selections, and sorting you want to keep.
  2. Open the Saved searches dropdown and select Add new saved search.
  3. Enter a name and select Save. The view is saved and set as the active saved search for that list.

Apply or switch saved searches

  1. Open the Saved searches dropdown.
  2. Choose a saved search. The table reloads with that search term, filters, sort, and columns, and it becomes the active saved search for that list.

The last applied saved search for each list is remembered the next time you open that list in the same browser.

  1. Select the saved search you want to update so it becomes active.
  2. Change the search term, filters, columns, or sort.
  3. Select the More (vertical dots) button next to the dropdown and choose Update current saved search.

Updating keeps the same name. To use a different name, save it as a new saved search.

  • Clear applied saved search: Use More > Clear applied saved search to remove the active saved search from the table without deleting it. The table returns to the default view for that list.
  • Delete saved search: Use More > Delete saved search to permanently remove it from the list.

Tips

  • Saved searches are scoped to the list you are in (e.g., My records vs. Open records). Create separate saved searches for each list if needed.
  • Column order is stored per saved search in your browser. If you use another browser or device, reapply the saved search and adjust the columns there.