Setting a POWER Search as the default view

After creating a POWER Search, you can set that search as the default view. This default view will show the specific information that you have identified in your power search whenever you view the client list or reports that use the POWER Search.

To set a POWER Search as the default view:

  1. Open the client list or a report.
  2. If the POWER Search list is not open, click the POWER Search button .
  3. Under SAVED SEARCHES, find the POWER Search you want to use in the list.
  4. Click the Default Search button .
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