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Save and Duplicate Find People Searches in Your Database
is there a way to save find people searches? I'd love to duplicate a "find people" search from an existing table and just modify some parameters
You can save and modify a "find people" search from an existing table by following these steps: 1. Open your existing table with the "find people" search. 2. Click on the source column in your People table. 3. Select "Edit source" from the dropdown menu to access the search parameters. 4. Modify the filters as needed to adjust your search criteria. 5. Click "Preview People" to see the updated results. 6. If satisfied, click "Import" to add the new contacts to your table. To create a duplicate of the entire table with the search: 1. Open the table you want to duplicate. 2. Click the "..." menu to the right of your table name. 3. Select "Duplicate" from the options. 4. You'll now have a copy of the table with the same search parameters, which you can modify as needed. This approach allows you to save your original search while creating a new version with adjusted parameters.