Home
Events
Groups
Members

00 Clay Announcements
01 Community General
01 Props and Wins
01 Watercooler
01 Welcome and Intros
02 Bugs
02 Starting with Clay
02 Support
03 Feedback & Requests
03 Tutorials & Inspiration
04 FT Job Opps
Gtm Career Advice
Member Spotlight

Community Guidelines

Powered by Tightknit

Saving Filters for Find People Searches in Workbooks

·

·

Hi! I know that you can share and duplicate workbooks so that you have a 'template' to work off of, but I'm wondering if there's any way to save filters for a "find people" search so that I don't have to enter in the same job titles each time?

Saving Filters for Find People Searches in Workbooks | Clay

8 comments

· Sorted by Oldest

Tanvi (Clay)
·
·
Hi Sarah, thanks for reaching out! There's currently not a way to save filters for find people, but you can pull more results from the same find people source!
Tanvi (Clay)
·
·
All you have to do is go to edit source and then increase the limit for the number of results returned. This will add more results to your people table! I've included a quick video of this below. Does this work for you, or are you looking to apply the same find people search to a different table?
Channeled
APP
·
·
Sarah Teng
·
·
thanks for the response! I followed your instructions but it looks like the companies part is not editable, which is the part I want to change...
Tanvi (Clay)
·
·
Ah that's correct Sarah, if you are looking to only keep the job titles the same but change other aspects of the search source you will need to create a new source
😭1
Tanvi (Clay)
·
·
We are working on the ability to save find people/companies/jobs filters, but for now you can copy the job titles and paste them into a new source where you have the correct companies updated
Tanvi (Clay)
·
·
I feel your pain right now 😭 but rest assured we are going to make this better for you!
🙏1
Channeled
APP
·
·
Hi Sarah Teng! This thread was recently closed by our Support team. If you have a moment, please share your feedback: