Working With Saved Settings

You will most likely perform searches using the same search criteria. FMS Online allows you to save your search criteria so you can easily access the data. There is no limit to the number of searches you can create in the system. If you have a search that is no longer used, you may easily delete it from the system.

To create a saved setting:

  1. Select search criteria from the Main Setup window. You may also include any filter data to better streamline your search results.

  2. Click the Save Settings button at the bottom of the Main Setup window.

    The Save Settings window is displayed.

  3. Enter a name for the custom search in the Settings Name entry field.

  4. Choose the appropriate settings period; then click Save (or Cancel to changes).

To load a saved setting:

  1. From the Main Setup window, click the Load Saved Settings link.

    The Load Settings window is displayed.

  2. Select the setting you want to load from the list; then choose one of the following two options:

The list is loaded and/or created on the main screen.

To delete a saved setting:

  1. From the Main Setup window, click the Load Saved Settings link.

    The Load Settings window is displayed.

  2. Select the setting you want to delete from the list; then click the Delete button.

    The delete confirmation window is displayed.

  3. Click OK to delete (or No to cancel).