User Guide

Managing Search Folders in Inbox Pane 47
2. From the My Searches folder, select the search folder you want to delete.
3. In the Folders pane toolbar, click the Delete button. A message appears asking you to confirm the
deletion.
4. Click Ye s to delete the folder.
Editing Search Folders
You can reset the search criteria of the search folders. Along with editing the folders created by you, you can
also edit folders shared by other users. You need to have the Filter folder - Create action assigned to you to edit
the search folders.
To edit a search folder:
1. In the Folders pane, do one of the following:
 If you want to edit a search for activities, go to My Work > Activities > My Searches.
 If you want to edit a search for cases, go to My Work > Cases > My Searches.
2. From the My Searches folder, select the search you want to edit.
3. In the Folders pane toolbar, click the Edit button.
4. From the search window, edit the properties of the search folder from the Basic, Advanced, and
Relationships tab. See “Creating Search Folders” on page 45 for more information.
5. Click the OK button to save the changes.