Saved Search

By: Alec Hollingsworth

Updated:

July 2, 2025

Definition:

A Saved Search stores custom criteria in your CRM, letting you instantly re-run complex queries without recreating them each time.

A Saved Search in a CRM (Customer Relationship Management) system is a user-defined set of search criteria that can be stored and quickly accessed for future use. Instead of re-entering complex filters or parameters each time you need specific data, you can save your search and retrieve the same results with a single click. Saved Searches are valuable for tracking contacts, donations, or activities that meet particular conditions, such as donors who gave in the last year or volunteers with specific skills. This feature saves time, ensures consistency in reporting, and helps organizations maintain efficient workflows by providing easy access to frequently used data views.

Key Takeaways

Enables quick access to frequently used data sets.
Improves consistency in reporting and analysis.
Saves time by eliminating repetitive filtering.

Why It Matters

Saved Searches streamline workflows by saving time and ensuring consistency in data retrieval and reporting.

Real World Example

A nonprofit development manager needs to regularly email donors who gave over $500 in the past year. Instead of setting up new filters each time, she creates a Saved Search in Keela with the relevant criteria. Every week, she simply opens the Saved Search to quickly access an up-to-date list of these donors, streamlining her outreach process and ensuring she never misses an important contact. This not only saves her significant time but also ensures her communications are consistent and accurate.

How Keela Helps

In Keela, Saved Searches allow nonprofit users to quickly access lists of contacts, donors, or activities based on custom filters. This enhances efficiency in managing campaigns, reports, and targeted outreach. Keela’s intuitive interface makes it easy to create, edit, and share Saved Searches across your team.

Frequently Asked Questions

What is a Saved Search in a CRM?

A Saved Search is a stored set of search criteria, allowing users to instantly retrieve specific data without setting filters each time.

How do Saved Searches help nonprofits?

They enable quick access to important data sets, improving efficiency and consistency in reporting and outreach efforts.

Can I update a Saved Search in Keela?

Yes, Keela allows you to edit or update Saved Searches as your criteria or organizational needs change.

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