Saving searches is a powerful way to save and combine custom searches. However, they can take a bit of getting to grips with.
Remember you always have one active Mailing. You add recipients to this mailing from the people page. The recipients can be added to or removed from (rather like a shopping basket). You can add recipients one by one but it is much more efficient to first perform a search on the people page, then click: Add all to mailing
The most simplest of search just involves changing one of the filters on the people page. There is not really a need to save a search like this (for example GP partners). However often you will want to send a mailing to a particular group of people and this is when saved searches come in handy. Below we will work through an example to create a group of all GPs and practice managers.
First visit the People page and click Clear Filters to make sure that all filters are cleared. (this is useful habit to get into each time you visit the people page to make sure you haven't got a filter on that you can't see)
Then in the Job type filter select: GPs
Next click the Search menu to expand it.
From the search menu click: Save this search
Next you will be asked to give a name for your saved search. This is to help you and other members of the team identify it in future. In this case it is obvious and best to use All GPs.
After clicking Save you will be returned to the People page. Again click: Clear Filters and then select: Practice manager in the Job title filter.
This time in the Search menu click: Combine this with a search already saved
On the next page select the All GPs search in the search to combine with.
On the action select: Add the searches together
The name for your current search is again to describe this for future reference for yourself and your colleagues so this time we will use All practice managers.
This time after clicking Combine you should be taken to the Combined search page. On this page a title for your combined search is entered with your initials and todays date by default. We suggest you change this to something more descriptive - in this case: All GPs & practice managers
Click Save name to save your new search name.
You should be taken back to the People page.
Loading a search
To load a search you simply expand the search menu then Load a search.
By default only combined searches are shown first but you can select view all searches to display simple searches as well.
Once a search is loaded you can then click Add all to mailing or Remove all from mailing if relevant.
If a combined search has been loaded you must click Leave Search to be able to perform further searching.
Adding an Existing Search to a Combined Search
Once you have started to build up searches you may just want to add an existing simple search to a combined one. For example adding deputy practice managers to the combined search above. To do this you simply select Manage searches from the search menu. From there select view for the relevant combined search. Expand the include another search and then select the search to include. On this page you can also create a duplicate of the combined search (for example if we wanted to create a new combined search for All GPs & PMs & Deputy PMs).
On the Combined Search page you can also see which simple searches the combined search uses. You can also remove any from the search.