Using Saved Searches for Customer Center Lists

If you try to use a saved search to modify what is displayed for a Customer Center list, such as See All Transactions or See Orders, the search definition is automatically modified to show the list as originally defined. You cannot override the definition for these lists that are specifically designed for Customer Center.

Instead of modifying searches, you can use permissions to control the visibility of Customer Center lists. For example, to control the display of the See Orders link to displaying only invoices, you can modify the role used by customers as follows:

Related Topics

Defining a Saved Search
Selecting Available Filters for Saved Searches
Defining Audiences for Saved Searches
Highlighting Search Results
Marking a Search Inactive
Editing or Deleting a Saved Search
Using a Saved Search as a View
Defining a Saved Search as Preferred Results
Defining a Saved Search as a Preferred Search Form
Using a Saved Search as a Reminder
Change of Sign for Expense Account Amounts in Transaction Saved Searches

General Notices