You can save a search to avoid entering the search criteria
every time you search for a particular payment card type.
About this task
You
can save a search by using the Saved Searches in
the Payment Card Types Search screen.Note: *
indicates that the field is mandatory.
To
save a search:
Procedure
- Navigate to the Payment Card Types Search screen.
To navigate to the Payment
Card Types Search screen, perform the following steps:
-
Log in to Sterling™ Business Center as a
system administrator or a system setup administrator.
- From the System Setup home page,
expand the Payments menu, and then click Manage
Payment Card Types.
- The Payment Card Types Search screen
is displayed. In the Payment
Card Types Search screen, click Search to
view a list of all the available payment card types.
- Alternatively, enter the applicable search
criteria and click Search to narrow
the search results.
- From the Saved Searches menu,
select Create Saved Search.
- The Save Search dialog
box is displayed. In the Saved Search Name* field,
enter a name for the search that is to be saved.
- Select the Include in favorite
searches check box to mark the saved search as a favorite.
Marking a saved search as a favorite enables the administrator to
quickly go to that saved search from the home page. A maximum of five
most recent favorite saved searches are displayed as hyperlinks under
the Favorite Searches panel in the home page.
You can also access the favorite saved searches by using the Favorites menu
in the header bar of the home page.
- Click Save.
The search is saved. You can use Saved
Searches while searching for the particular payment card
type.