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Author: Kristenson, Joel
Last Updated: 2016-09-28
Overview
This article walks through the steps to delete or rename a saved search query. The steps were simplified in 2016 when our lead developer James Gibson developed a simple right-click method to complete this task—it used to require multiple steps.
Tip: This video playlists will get you up to speed on how to create queries (searches) which is one of the most important things you can learn to leverage the Trail Blazer software.
Steps
Navigate to the list where the saved query resides i.e. Voters/Donors, Contributions, Pledges, Thank-You Letters, etc. In my example I used the Contacts (Voters/Donors) list.
Navigate to the Favorites tab.
Right-click on the favorite search you want to either rename or delete. In my example I right-clicked on one called ‘Active (Individual) Members this Year w/Email’.
To rename the favorite select Rename… > provide a new name > Click [OK]. Example below.
To delete the favorite select Delete > click [OK]. Example below.
If you ever make a mistake by accidentally deleting a favorite that you didn’t mean to you can roll-it-back.
The related resources below link to a wide variety of articles and videos related to queries, and formatting.
Related Resources
Article: Save and Load a Search Query as a (Dynamic) Search Favorite
Article: How to Create a Donor LYBUNT Search Query (Donors Who Gave Last Year But Unfortunately Not This Year) and How to Save and Load it as a Search Favorite
Article: Querying by Email
Article: How to Use the NOT Attribute and Query for Records Tagged with It
Article: SQL Wildcards
Article: Advanced Queries – the SQL Tab
Article: What Donors Have Increased Giving Over Last Year?
Article: Creating and Saving Default Formats for Reporting with the Grid
Article: How to Create a Year-by-Year Giving History Report using Filtered Contribution Columns in the Grid – Primarily for Nonprofits
Article: Add Attributes, Attribute Dates, and Attribute Notes to the Grid by Formatting them in as Columns
Video: Getting Started 102 – Beginning Queries
Video: Favorites Deleting Saved Queries
Video: Getting Started 104 – Queries with Wildcards
Video: Favorite – Update and Delete Favorite
Video: Reporting 102 – Quick Reports and Export
Video: Reporting 105 – Pivots – summary reporting
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