Recently I wrote about how I thought our Tags were being neglected when compared to their SuperTag siblings. That got me to thinking about another very powerful and useful feature in BatchBook that I don’t think gets the attention it deserves.
Our lists and reports are great for collecting and preparing your data for exporting and printing. You can choose fields you want to appear and customize them in many ways. They are really powerful and are even auto-updating so that they will always reflect the most current information in your account.
But before a list is a list – it’s just a search. You enter in your criteria and pull up your results. At this point you are given a choice – save your search or create list.
Most folks seem to opt for the list at this stage, and really who can blame them. They are fancy and useful and all and I like my lists – but I love my saved searches. You see, saved searches offer some benefits that lists and reports just can’t match.
Easy Access: Your saved searches show up just under your advanced search bar which is accessible from any page. This makes them really convenient to get access to.
List templates: Do you have a common list that you use a lot that you are always needing to recreate or duplicate? Create the base search and save it . You can then make any minor tweaks you need to and turn it in to a new list any time you need it.
Use Batch Actions: We love our batch actions, the ability to perform functions like tagging, merging, and SuperTag data updating on multiple records at one time. Batch actions aren’t available on lists – but they are available for the results of your saved searches.
For me my lists tend to be one offs, things I pull together for a single use. A mailing for a specific event or a call list. I use them and then they get deleted. For the information that I look at on a day to day basis, saved searches provide me with even more benefits – and if I need a list or a report with the extra functionality that they bring, I can always create them from my search.
How do you use Saved Searches?