Renaming a saved search in IBM® Sterling Field Sales

After saving a search, you can rename the saved search.

About this task

To rename a saved search:

1. Log in to Sterling™ Field Sales.
2. Click .
3. The Saved Searches dialog box is displayed. In the Search Criteria panel, search for the saved search by performing the following steps:
   1. In the Saved Search Name Contains box, enter either the complete name or the partial name of the saved search.
   2. 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.
   3. Click Search.
4. The saved searches matching the criteria are displayed. Perform the following steps:
   1. Click on the empty space corresponding to the saved search name you want to rename.
   2. Enter a new name.
   3. Click Save.
5. Click Close to close the Saved Searches dialog box.