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How to change the search criteria for a Collection
How to change the search criteria for a Collection
Kate Clarke avatar
Written by Kate Clarke
Updated over a week ago

Collections are live datasets of companies that automatically update each time a new company matches your search criteria.

You can edit a Collection's auto-add criteria to control the companies that are being added.

Start by selecting the Collection you want to change and navigating to the Settings tab.

Scroll down this page, and you will see a section labelled Auto-add settings.

In order to edit the criteria, simply add the relevant criteria in the same way you would on Advanced Search, and then select the Save changes button.

When you change the criteria in the Collection settings, this will only affect new companies being added in the future.

By default, this will not remove companies that no longer meet the search criteria. To remove non-matching companies, head back to the Items tab and select the Filter option.

De-select the option that says Matches this collection's criteria and hit Filter results.

Once filtered, you will be able to select all of the Collection results that no longer match the search criteria. The Remove selected pop-up will delete these entries from the list.

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