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Former Member
May 23, 2013 at 02:30 PM

Saved Search - Reset Criteria


When you run a Saved Search in the Sales Professional role, for Sales Orders and Quotations, and then go in to the regular search for Sales orders, you only see the Criteria from the Saved Search. For example, let's say I create a Saved Search to show me all Open Orders for a specific Account. The search works fine when I run it from my Saved Searches and the results are displayed. Now I go back to the Home Page and do other tasks. Later, when I go to the Sales orders search screen, it only show the two Criteria fields that I used in my Saved Search. How do I get the default Criteria fields to display? It does not work this way on Account, Activities, Opportunities, etc. - only for Sales Orders, Quotations, and Complaints.

Again, I want the Search screen to display all of my default Criteria fields and not just the fields used in a previous Saved Search.

Thanks, Bryan