Saving a Search

Service Finder allows you to use lots of different filters but that can feel like a hassle if you have to do it every time.

Saving the search

Once you’ve got a set of search criteria (

@Tag⁠

s ) that work for you then you can save these so that you can apply them to any client’s post code. You could give them a client title e.g. older person or Unemployed. The idea is similar to the

@Pathways⁠

buttons but you are in control of these rather than your team.

Applying a Tag

You should see in the bottom left of the Tag box a Save Tag list. This new feature enables you to save the current tags within the tag box. You are then prompted to enter a title and description.

(Showing Link to “Save Tag List” within Tag box and the pop up asking you to add a title and optional description)

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Within the favourites tab you can view all of your saved tags using the Show Saved Tags button. Clicking this will give you your saved tag names. Clicking one of them replaces the current tags with your saved one.

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You can easily delete the Tag List and should avoid calling your Tag lists the same name.

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(Showing “Saved Tag Lists” with required titles and tags.)

Searching using a Tag

When you apply a ‘Saved Tag’ then it populates your search terms and you can just press ‘Search’. It saves the hassle of working out what search terms to use and getting them into the search terms box. You can set up the tags for your commonly used searches.

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Saving the results

If it is the results of the search that you want to save, rather than the search itself, you can add them to your favourites.

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Favourites⁠

⁠

Saving the search

Applying a Tag

Searching using a Tag

Saving the results

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