# Manage your searches

> Admins have access to more advanced search settings such as, choosing the order that saved search queries appear in the Searches panel.

Source: https://support.kustomer.com/en_us/manage-searches-Sk9AJBHLb

Last updated: 2026-06-11T19:03:22.895Z

Admins have access to more advanced search settings, such as choosing the order that saved search queries appear in the Searches panel, creating folders to help organize their saved searches, and archiving searches. These settings are global, and will affect all users who have access to that particular search.

**Who can access this feature?**

**User types**

Users can view searches. Users with additional permission sets can create or edit searches.

  

### In this article:

*   [Search folders](#search-folders)
*   [Global search order](#search-order)
*   [Search menu options](#search-menu)
*   [Archive searches](#search-archive)

### Search folders

You can use folders to better organize your search queries and provide a simpler way for your agents to navigate through and access your list of saved searches. The visibility of a folder for a particular user is tied to the visibility settings for the search queries that reside in it. If a user does not have access to view a search, they will not have access to view the folder.

You can create up to 50 folders.

**To create a folder:**

1.  Go to **Settings ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/ede7f0ad7d9d775d78b2c652f995abca.png) >** **Workspace** > **Searches**.
2.  Select **Add** **Folder**.
3.  Enter a name for the folder and select **Create**. The new folder is added to the bottom of the list and is distinguishable by the blue folder icon next to its name.  
    ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/5ccc23c0c0c610464b5ad709893caa0f.png)

****Note:**** When creating a search folder for tasks, verify that the search filters match the task statuses you want to display. For example, using only the condition __Task > Created At > is set__ may return only completed tasks. To display open tasks, add explicit status filters such as __Task > Status > equals > Open__.

**To edit a folder:**

1.  Select **Edit Folder** ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/1fbba8cab1b764c315ed6497bdba38fe.png) for the folder you want to edit.
2.  Update the name of the folder and select **Edit**.

**To delete a folder:**

1.  Select **Delete** ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/9b299781e7b89108f68c9ff2250bd334.png)for the folder you want to delete.
2.  Select **Delete** to confirm the action.
    
    **Note:** You can only delete empty folders. A solid blue folder icon indicates that a folder has searches within it.
    

**To add a search to a folder:**

You can add a search to a folder from the Search settings page in one of two ways:

*   Drag and drop the search query into the desired folder.  
      
    ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/3dcf9b0505e762b50bab02b852a1cd6d.gif)  
      
    or

1.  Select **Edit Search** ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/1fbba8cab1b764c315ed6497bdba38fe.png) for the search you want to move to a folder.
2.  Select the folder you want to move the search into from the Folder drop-down menu.
3.  Select **Save Changes**.

#### **Reorder saved searches and folders**

You can reorder saved searches and folders from the ****Searches**** settings page. The first 18 items appear on the first page of the ****Saved Searches**** section in the Searches panel. To make a folder easier to find, move it into one of the first 18 positions.

To reorder a saved search or folder:

1.  From the left navigation, click ****Settings****. The Settings page opens.
2.  In the ****Settings**** page, click ****Workspace****, then select ****Searches****.
3.  Drag and drop your saved searches or folders into the desired order.

****Note:**** Pinning folders to the top of the Searches panel is not currently supported.

#### **Troubleshoot missing folders**

If a folder does not appear in the Searches panel, verify the following:

*   The folder contains at least one saved search.
*   The saved searches inside the folder have visibility settings that allow you to see them.

A folder with no visible searches inside it does not appear in the Searches panel.

### Global search order

You can change the order in which your search queries and folders appear in the Searches panel for users in your organization.

**To change the global order of a search of folder:**

1.  Go to **Settings ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/ede7f0ad7d9d775d78b2c652f995abca.png) >** **Workspace** > **Searches**.
2.   To change the order in which searches or folders are displayed, drag and drop the search or folder you want to move to its new location in the list.  
    
    **Note:** You cannot drag a folder into another folder.
    
3.  You can also change the sort order by selecting the drop-down menu next to the search or folder name and choosing a different order number. Reorganizing the order by number is useful when you have many saved Search queries or folders that cannot all be seen in one page.  
    ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/68dfdc6e4ae7a15c8c8b25eb08336015.png)
    
    **Note:** Changing the order of these items will affect every user. However, since not all searches are shared with all users, the list will only sort the searches or folders shared with a given individual.
    

**To edit your search:**

1.  Select **Edit Search** ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/1fbba8cab1b764c315ed6497bdba38fe.png)for the search you want to edit.
2.  Make your desired changes in the window that opens and then select **Save Changes**. For more information, see [Use Search to Organize Customers, Conversations, and Custom Objects](https://support.kustomer.com/using-search-to-organize-customers5-ByRvj4B8).

### Search menu options

Every search listed in the Search settings window has a list of menu options. You can access these options by selecting the menu icon ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/27264caa8a9e9c7dce436ba403d91d72.png) next to the desired search.

![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/c3d9e4f9098310481cdb131ab677d311.png)

The following options are available:

*   **Go to Search** opens the selected search results.
*   **Archive Search** removes the selected search from the Workspace Search panel. Shared teams or members will also lose access to this search once this action is complete. You must select **Archive** to confirm this action. For more information, see [Archiving Searches](#SearchArchive).
*   **Delete Search** deletes the selected search from the Workspace Search panel. Shared teams or members will lose access to this search once this action is completed. To confirm deletion, select **Delete**.
*   **View Audit Log** lets you view the changes that were made to the search. For more information, see [Audit logs](https://help.kustomer.com/audit-logs-S1Vj88QQN).

### Archive searches

You can manually archive any search queries into a separate tab. Doing so will remove the selected search from displaying in the Search panel, but will not delete it permanently. 

**To archive a search:**

1.  Select the menu icon ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/27264caa8a9e9c7dce436ba403d91d72.png) next to the search you wish to archive.
2.  Select **Archive Search**.
3.  Confirm the action and select **Archive** again.  
    Your search will no longer be visible in the Search panel.

**To view archives searches:**

1.  Go to **Settings ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/ede7f0ad7d9d775d78b2c652f995abca.png) >** **Workspace** > **Searches**.
2.  Select the **Archive** tab.  
    The list of archives Searches opens.

**To unarchive a search:**

1.  Go to **Settings ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/ede7f0ad7d9d775d78b2c652f995abca.png) >** **Workspace** > **Searches**.
2.  Select the **Archives** tab.
3.  Select the menu icon ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/27264caa8a9e9c7dce436ba403d91d72.png) next to the search you wish to unarchive.
4.  Select **Activate Search**.  
    The search will now appear in the Search panel with all of its original settings intact.