# Use search to organize your work > The search feature allows you to build queries using a form that you fill in with your search criteria. Source: https://support.kustomer.com/en_us/use-search-to-organize-your-work-ByRvj4B8 Last updated: 2026-06-22T19:20:37.045Z The Search feature allows you to build queries using a form you fill in with your search criteria. You can choose to perform searches on Customers, Conversations, Companies, or custom objects (KObjects), allowing you to optimize your searches for your teams based on your organization's needs. All your saved searches are displayed in the Searches pane, where you can view your most recent searches, organize queries within folders, and find a saved search quickly. **Who can access this feature?** **User types** Managers and admins have access to searches. ### In this article * [The Searches panel](#SearchesPanel) * [Use search folders](#Folders) * [Customize search results](#CustomizeColumns) * [Refresh your search results](#refresh) * [Additional search options](#SearchOptions) * [Sort searches](#sort) ### The Searches panel To access the Searches panel, select **Searches![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/74adbfb444fef1c1810a76fe9e50c661.png)**. By default, six search queries are already customized and ready to use. ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/dbae96cdad54d5712b63ab2eec4b5fdd.png) **Note:** For more information on customizing the display order of items in the Searches panel, see [Manage your searches](https://support.kustomer.com/manage-searches-Sk9AJBHLb). **The Recents section** Once you start viewing searches, the _Recents_ section will show your five most recently viewed searches, allowing you to quickly navigate to the search queries that are most relevant to you. The last viewed search will always be at the top of the list. You can pin up to five of your most used searches in the _Recents_ section to make them easily accessible. Pinned items count towards the five-search maximum displayed in your Recents section. To pin an item, hover over the search name and select the **pin search** icon. ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/30534ae919badf67c2e6a09217cedabc.png) Pinned items will be shown at the top of the _Recents_ section and can be identified by the pin icon next to the search name. ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/78e09286ada38cc3785a7196c366436e.png) **Find a search query** Using the search function at the bottom of the Searches panel lets you quickly find a saved query without the need to scroll through pages of results. To find a specific search query, select the magnifying glass icon and enter the query's name. Results that match your input will automatically show as you enter your term. ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/aeab93e2b0544e4a542693ca4fca89b4.png) ### Use search folders Search folders allow you to organize searches into broader categories, which makes navigating them more efficient. You can save any search that is visible to you inside a folder created by your administrator. Available folders are shown in the _Saved_ section of the Searches panel.  ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/3181865fe76a1f67199a711988e117eb.png) **To add a search to a folder:** 1. Go to **Searches**![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/a18a5589fde35fbe392be2a059ef695e.png)and select the search you want to add to a folder. 2. Select **Edit Search**![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/e15b2786ff1ac942f7affdd5649ff44e.png), go to **Search Settings**, and then go to the folder you want to save the search in from the Folder drop-down menu. 3. Select **Save Changes**. To view folder contents, select the folder you want to view. The folder expands and shows all of the saved search queries within it.  ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/ab9594ea8f13f3e465bfa635cb38d41b.png) ### Customize search results You can customize the information displayed in your search results by adding or removing columns from the default view. Adding or removing a column from this list will override those settings for the local user only. **To change the columns:** 1. From the Searches panel, select the search you want to change. 2. Select **Change Columns**![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/2cad97c7a6a3fd1fad2e30288626570e.png)in the results pane.![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/f09d00a335065695f397db6fceb25d81.png) 3. Select the columns you want to add or remove from the available list. By default, the columns shown are the ones defined in the global Search Settings.  ### Refresh your search results After saving a search, you can manually refresh the results at any time by selecting the ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/e1fdab00e520d76c39ab5a9b949748c2.png) icon in the upper-left corner. This updates the list with the latest conversations that match your filters. Refreshes are limited to once every 10 seconds. ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/e8ef2fd46f2cedaaae2f5ab3c92394ba.png) **Note:** Automatic search updates are a deprecated feature and are no longer available to new customers as of March 2025. For customers using this feature, you can select the **Resume live buttons** icon to turn on automatic updates. Searches will continue to update as long as you do not clear your browser data (local storage) and continue using the same device where live updates are turned on.  Live updates remain **on** while actively viewing a search, even if you: * Log out and back into Kustomer * Go idle * Refresh your page However, if you log in to Kustomer from a different device, live search will be **off**. You'll need to manually resume it on that device. ### Additional search options Once you save a search, a menu icon will appear, giving you additional options for the selected search. ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/063638462617138e436f7408e466d1b5.png) The available options are: * **Duplicate Search** Make a copy of the selected search query.  You can rename the new search and choose whether or not to save it with the same users. * **Archive** Archive the selected search. For more information, see [this article](https://support.kustomer.com/en_us/manage-searches-Sk9AJBHLb#search-archive). * **Delete** Permanently deletes the selected search. **Note:** Open saved searches will automatically refresh every 6 seconds ### Sort searches by custom attributes You can sort searches (Conversations, Customers, Companies, Messages, KObjects) by your org's custom attributes — not just standard fields like _Created At_ or _Status_.  From any open search, click the **Edit Search** button and select the **Primary** and **Secondary** attributes to sort by. Attributes can then be sorted in ascending or descending order.  Click **Save** to save and execute your search.  ![](https://cdn.kustomerhostedcontent.com/media/570fad9d9001bc1000163b28/a2bf64fcade041d8f4449beb9fe530db.png) **Tip:** Ask Copilot a query like "Show me all orders sorted by total spend, ordered by highest spend first." Copilot will construct the search and display results as requested.  ### **Create a search for draft conversations** To find conversations in a draft (unsent) state: 1. From the left navigation, click ****Search****. The Search page opens. 2. Click ****Create Search**** or edit an existing search. 3. Set the search to match ****All of the following**** conditions: * ****Conversation > Message Count**** is less than ****1**** * ****Conversation > Channel**** is ****not set**** * ****Conversation > Note Count**** is less than ****1**** 4. Click ****Save****. This combination surfaces conversations with no sent messages, no notes, and no channel assigned, which matches conversations still in an unsent draft state. ### Related articles: * [Create and edit searches](https://help.kustomer.com/en_us/create-a-new-search-SyX3HX3DI) * [Export search results](https://help.kustomer.com/en_us/export-search-results-S1aKjUs5kl) * [Individual search settings](https://help.kustomer.com/individual-search-settings-H1CT6Dsqkl)