Custom Searches: Additions or Updating Custom Searches (V3)

💡: This information pertains to organizations that are on the V3 version of Aclaimant. If you are unsure of the version you are on, please contact Aclaimant Support or your Customer Success Manager. 

💡: You must have the permissions within your role in Aclaimant to make these types of changes. If you are not the administrator of the system for your organization, please confirm with them BEFORE making any changes.

How to Add Entries to a Custom Search:

1. Begin by navigating to your Settings tab.

2. If permissible, locate and select the Custom Searches tab.

3. Identify the Custom Search that you are needing to update and select Edit. 

4. Select the "+" sign to add a new entry. Scroll to the bottom of the page to find the newly added blank entry.

5. Select Open and fill in the required information.

6. Ensure this is the information needed to proceed and select Update Custom Search.

How to Edit Entries to a Custom Search:

Note: Please check with your CSM before making any changes to ensure you do not make any unintended downstream effects to your workflow. 

1. Begin by navigating to your Settings tab.

2. If permissible, locate and select the Custom Searches tab.

3. Identify the Custom Search that you are needing to update and select Edit. 

4. Select the Open button next to the entry that you'd like to edit.

5. Ensure this is the information needed to proceed and select Update Custom Search.