Any custom search you save can be edited, duplicated or shared.
Simply click the three dots to the right of the custom search’s title to complete any of these actions.
A custom client search you create will automatically be listed under my private searches. They will not be visible to anyone else in your organisation.
To create a list that the rest of your team can edit and access, share your private search.
To share a private client list with your wider organisation
Navigate to Client Records via the switcher and click on Clients to bring up the clients section
Create a new custom search or find the existing private search you wish to share with other users.
Hover over this list and click the three dots to the right of the list’s title
Select Share from the pop-up
To stop sharing a custom search
Hover over the list you wish to make private and click the three dots to the right of the list’s title
Select Stop sharing
Click Stop Sharing search from the pop-up
NOTE: Noted allows you to privatise any shared custom searches, even those created by other users. Doing this will assign the search to the creator of the list’s saved private searches.
Tip: Duplicate a shared custom client search before making it private or before editing to ensure the shared custom client search is not altered unintentionally.
Getting the most out of your list of clients
Whether using the default list of All clients or one of your custom search lists you can quickly export these, including some client information, such as email addresses and demographics.
Click on a custom search
At the bottom of the screen, click the Export clients button
This will generate a CSV file containing the clients listed along with the information you specify.