How to save and share searches
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Lornefield Pensions Administration · How to save and share searches
Craig Paterson asked if the brain has a feature to save favourite searches for scheme managers. Bethan Lister explained no save feature exists but shareable search links work; customers were satisfied with the workaround.
What happened
What this says
As at Fri 9 Oct 2026Craig Paterson asked if the brain has a feature to save favourite searches for scheme managers. Bethan Lister explained no save feature exists but shareable search links work; customers were satisfied with the workaround.
Problem: Scheme managers wanted to save favourite searches. Handling: Bethan explained no save feature exists yet but search URLs include all filters and can be bookmarked or shared. Craig confirmed the workaround works well for the team's needs. Watch: Feature gap identified; consider for future roadmap to reduce friction.
Details
Updated 9 Oct 26Trail
created · Craig Paterson 5 Mar 2024 10:57Just to flag, we've had a few scheme managers ask how to save and share their favourite searches in the brain. Is there a feature for this? We'd like to know what to tell them.- Public reply · Bethan Lister 5 Mar 2024 12:55Hi Craig, great question. The brain doesn't have a save-favourite feature yet, but you can share a direct link to any search result. When they run a search, the URL includes all the filters, so they can bookmark it or email the link to colleagues. That should work well for sharing. Thanks, Bethan
- Public reply · Bethan Lister 7 Mar 2024 11:29Just to follow up - have your scheme managers been able to use the shareable search links? Let me know if they need anything else or if you'd like to discuss a save feature for a future release.
- Public reply · Craig Paterson 7 Mar 2024 13:42Thanks, Bethan. The shareable links work fine for what they need. Scheme managers are pleased with that solution. We'll let you know if we need anything else down the line. Regards, Craig
- Status change · 18 Mar 2024 23:59