How to save a search on your mobile device

This guide will show you how to save your often used searches in sales-i, saving you valuable time carrying out admin, giving you more time to sell.

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Apple

Step 1: Select Accounts

Tap Accounts from the menu at the bottom of the screen.

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Step 2: Tap magnifying glass icon

Accounts in the sales-i app will default to show you a list of your Top 50 Spending Accounts. To start a new search tap the magnifying glass icon in the top right corner of the screen.

Note: Filter search results allows you to filter the results list of a search – this does not conduct a new search.

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Step 3: Select your Search options

This will bring you to the Accounts Search screen. You can use Search Fields and Account Types to specify your search criteria.

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Step 4: Tap Search

When you’re happy with the search criteria, tap Search to view the results.

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Step 5: Tap magnifying glass icon

To save this search tap the magnifying glass icon in the top right corner of the screen.

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Step 6: Tap Save Search Results

You will now see the option to Save Search Results at the bottom of the Accounts Search screen.

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Step 7: Enter search name and Tap Save

Enter a name for your search in the pop-up window and tap Save.

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Step 8: My Saved Searches

Your search is now saved. You can access this search by tapping My Saved Searches at the bottom of the Accounts Search screen*.

Please note: Every time you access this saved search your search results will be automatically updated with any new accounts that match your search criteria.

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Android

Step 1: Tap Accounts

Tap Accounts from the menu at the bottom of the screen.

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Step 2: Tap the three lines icon

Tap the three lines icon to open up further options.

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Step 3: Tap magnifying glass icon

Accounts in the sales-i app will default to show you a list of your Top 50 Spending Accounts. To start a new search tap the magnifying glass icon.

Note: Filter search results allows you to filter the results list of a search – this does not conduct a new search.

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Step 4: Select your Search options

This will bring you to the Accounts Search screen. You can use Search Fields and Account Types to specify your search criteria.

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Step 5: Tap Search

When you’re happy with the search criteria, tap Search to view the results.

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Step 6: Tap the three lines icon

Tap the three lines icon to open up further options.

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Step 7: Tap magnifying glass icon

To save this search tap the magnifying glass icon.

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Step 8: Tap Save Search Results

You will now see the option to Save Search Results at the bottom of the Accounts Search screen.

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Step 9: Enter search name and Tap Save

Enter a name for your search in the pop-up window and tap Save.

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Step 10: My Saved Searches

Your search is now saved. You can access this search by tapping My Saved Searches at the bottom of the Accounts Search screen*.

Please note: Every time you access this saved search your search results will be automatically updated with any new accounts that match your search criteria.

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Need additional help?

Drop us an email regarding your query to support@sales-i.com and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.