Bookmarks: save advanced search results

Multiple business processes, including customer support, analytics, and billing often rely on recurring search patterns. To make this process faster and more efficient, we're introducing Bookmarks: predefined search parameters that can be easily saved and reused in our web admin tool, streamlining daily tasks and reducing manual effort.

Save a bookmark

1. Go to Manage > Search and define the Advanced Search settings as described in other articles of the Get transparency about transactions section.

2. Click the Manage Bookmarks drop-down icon.

3. Select the Add bookmark option.
   

4. In the window that appears, define the bookmark name. The name must be unique within one account.

5. Optionally, you can add a description to explain the search parameters or the purpose of this bookmark.
   

6. Enable the Share with other users of your account toggle, and the bookmark will become visible in the Select Bookmark dropdown for other users of your account.

7. Click the Submit button.

Use a bookmark

When using search, you can select a bookmark to apply.

1. Open Advanced Search.

2. Click Select Bookmark.
   

3. In the window that appears, select the bookmark that you want to apply. All bookmarks are grouped into:

   • Personal Bookmarks: Created by you and not shared with other users.
   • Shared Bookmarks: Shared with other account users (by you or another user).
     

4. Click the Submit button.

Update or Delete a Bookmark

You can update or delete bookmarks that you have created. If shared, this bookmark will be updated or deleted for all account users.

1. Open Advanced Search.

2. Click Select Bookmark.

3. Click the three-dotted icon next to the bookmark name.
   

4. Select the action.

   • When updating, define the bookmark settings the same way as when creating it and click the Submit button.
   • When deleting, click OK in the confirmation message.

If the bookmark was created by another user, you cannot delete or update it. When hovering over the three-dotted icon, you will see the “You don’t have permission…” message.

Replace a bookmark

If your saved search parameters have changed or improved, you might want to Replace a bookmark rather than create a new one.

1. Go to Manage > Search and define new Advanced Search settings.

2. Click the Manage Bookmarks drop-down icon.

3. Select the Replace bookmark option.
   

4. In the window that appears, select the bookmark that you want to replace. You will only see the bookmarks created by yourself.
   

5. Click the Submit button.

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