Saving Records in a Collection

After conducting a search you can add the results to an existing collection.

You can select records by holding down the SHIFT key and selecting sequential records from the search results; by holding the OPTION key and clicking on individual records; or by clicking on the button with three dots on the upper-right corner of the results display to select an entire page of records (the number of records displayed per page can be set by following these instructions).

Then drag and drop your selected records directly into the collection shown in the Quick Access column.

You can also save the entire result of a search in a new collection. To do this, click on the button with three dots on the upper-right corner of the preview window.

You will then be asked to name your search. Click SAVE, and you will find your search under the selected heading:

To access your saved searches, open the Quick Access Column via the arrow icon to the left of the search bar. You will then find them under Saved Searches.