Edit or Delete a Saved Custom Search

You can make changes to a saved custom search that you added, and you can delete custom searches that you no longer need. However, you cannot change or delete the Deltek CRM standard searches.

To edit or delete a saved search, complete the following steps:

1. Go to the Deltek CRM area for which you want to edit or delete a search, or, in the Reporting area, select the type of report for which you want to edit or delete a search.
2. Click the currently displayed search name.
3. On the drop-down list, hover over the saved custom search and click .
4. On the Edit Custom Search dialog box, do either of the following:
   • To edit the search, make the necessary changes or additions to the search parameters, and click Save.
   • To rename the search, click Rename Search above the SEARCH NAME field, enter the new name in the Rename Search dialog box, and click Save.
   • To delete the search, click Delete Search in the upper-right corner of the dialog box, and click Delete when you are asked to confirm the deletion.

Note: If you want to make a temporary change to a saved search but not actually save that change, click Apply rather than Save.