How to pin a saved search

Pins is a feature which allows you to pin some of your favorite areas of the system to your home screen, making it easier to find what you want each time you log-in. This guide explains how to pin a Saved Search.

Apple

Download a PDF version

Step 1: Tap Accounts

From the sales-i home screen, tap Accounts.

How to pin a Saved Search - Apple 1

Step 2: Tap the search icon

To start a new search tap the magnifying glass search icon.

How to pin a Saved Search - Apple 2 copy-01

Step 3: Tap My saved searches

Next, tap My saved searches

How to pin a Saved Search - Apple 3 copy-01

Step 4: Swipe a saved search from right to left to pin it

Scroll to the saved search you would like to pin and then swipe on it from right to left.

How to pin a Saved Search - Apple 4

Step 5: Tap Pins

Your saved search has now been pinned to the home screen.

To access a list of your pins: Navigate to the sales-i home screen and tap Pins.

How to pin a Saved Search - Apple 5

Step 6: Your Pins

You will now see a list of all of your pins, tap on your chosen pin to access it.

Don't forget you can also pin Accounts, Contacts, Opportunities, Campaigns, Targets and Saved Enquiries on your Apple device.

Discover how to Pin various areas of the system:

How to pin a Saved Search - Apple 6

Android

Download a PDF version

Step 1: Tap Accounts

From the sales-i home screen, tap Accounts.

How to pin a saved search - Android 1-01 copy 2

Step 2: Tap the three lined action button

To start a new search tap the three lined action button in the bottom right corner of the screen, followed by the magnifying glass Search icon.

How to pin a saved search - Android 2-01 copy 2

Step 3: Tap My saved searches.

Next, tap My saved searches.

How to pin a saved search - Android 3 copy

Step 4: Swipe a saved search from right to left to pin it

Scroll to the saved search you would like to pin and then swipe on it from right to left.

How to pin a saved search - Android 4 copy

Step 5: Tap OK

You will now see a message notifying you that either your Pin has been 'Successfully Saved' or that you 'already have this pinned.' Tap OK.

How to pin a saved search - Android 5 copy

Step 6: Tap Pins

Your saved search has now been pinned to the home screen.

To access a list of your pins: Navigate to the sales-i home screen and tap Pins.

How to pin a saved search - Android 6 copy

Step 7: Your Pins

You will now see a list of all of your pins, tap on your chosen pin to access it.

Don't forget you can also pin Accounts on your Android device. To learn how, click here.

How to pin a saved search - Android 7 copy

Discover how to Pin various areas of the system:

Need additional help?

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