You can delete a saved search if the saved search is no longer required.
About this task
To delete a
saved search:
Procedure
- Log in to Sterling™ Field Sales.
-
Click
.
-
The Saved Searches dialog box is displayed. In the Search
Criteria panel, search for the saved search by performing the following steps:
-
In the Saved Search Name Contains box, enter either the complete name or the partial
name of the saved search.
-
From the Search Type drop-down list, select the appropriate entity. For example, to
search for a saved opportunity search, select Opportunity from the drop-down list.
-
Click Search.
- The saved searches matching the criteria
are displayed in the Search Results panel. Select
the check box adjacent to the saved search you want to delete, and
click Delete.
- A message asking you for confirmation is
displayed. Click Yes.
-
Click Close to close the Saved Searches dialog
box.