Updates and Tools for AllClients White Label Partners

Save Advanced Searches to the Dashboard

We made a few changes to the Saved Search.

We added a Menu for the options. Click the 3 dot menu next to the Save Search button to access them. You can Rename, Delete, Add Widget to Dashboard or Link to This Saved Search. You can also click to show in the Saved Search Widget.

Add Widget to Dashboard
This is a new option that creates a Contact Counter Widget using your Saved Search. It adds it right to the Dashboard.

Here are the steps and screens: Save Advanced Searches to the Dashboard.