This guide provides step-by-step instructions on how to update the saved search portlet on the Customer Dashboard. It includes specific links and buttons to click, making it easy to follow along and ensure accurate updates. The example below details the steps to replace the All Projects All Statuses search. Should you not want to change the search, rather add a new one, please see these instructions.

1. Navigate to the Customer dashboard which can be accessed via the Global Search. Once the Customer appears in the dropdown, click the "Dash" link.

2. Alternatively, click the Dashboard icon from the Customer homepage

Tip: Set the dashboard as the default when viewing a Customer. Under the Home icon, select Set Preferences. Select the Appearance tab. Under Centers and Dashboards, select the box for SET CUSTOMER DASHBOARD AS DEFAULT VIEW ON CUSTOMER RECORD then save.

3. Click "Set Up" in the portlet to be updated.

4. Clear the Search field and begin typing the name of the desired search. In this example the "All Projects - All Statuses_Start within 2024 (APAS)".

5. Rename the portlet as desired in the Custom Portlet Title field then click Save.

6. Within a few seconds, the portlet will update with the selected Search and apply to all Customer dashboards.