CCAR

How to Save Searches in Paragon

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To save search criteria for future use, take the following steps:

  1. Enter your desired search criteria in the provided fields. 
  2. On the tool bar above the criteria click on the Save Search Icon.
  3. The drop down menu will ask if you wish to "Save Search" or "Save Search As", choose the "Save Search" option.
  4. The system will ask you to give the search a name and if necessary, assign it to a pre-existing contact that you have saved in Paragon.
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