In CRM 2007 UI you have the option to save your search criteria using save button in the advanced search screen and this can be executed using my search dropdown listbox at the top right hand corner of the screen.
But this saved search is only available to the user who saved it – other user can’t see this saved search. In the older version (PC-UI) you had the option to export and make this as global search so that all user can see this in their saved searched. Below simple table entry changes describes how to achieve the same export functionality in CRM 2007.
You have created saved search for activities called “My Issues” as shown below
Requirement is this should be available to all user with a particular business “ZFM”. This saved search will be created in the table CRMD_SHORTCUT and you just have to change the fields Audience Type and Audience Key fields.
For example a new entry was created in table CRMD_SHORTCUT.
Change the fields AUDIENCE TYPE = ROLE
AUDIENCE KEY = ZFM
This can be done using SE16. When the CRMD_SHORTCUT record is changed an empty description record is automatically created in the text table CRMD_SHORTCUT_T for the changed record. Since saved searches without description are filtered out in the UI, you cannot see the saved search CRM UI at this point of time.
To show the saved searches in the UI maintain the description in the corresponding record of the text table CRMD_SHORTCUT_T in the languages you would like to support.
Hope this concept is clear….