Skip to main content

5. How to Search for a Bucket

When you have many buckets, the Search box helps you quickly locate the one you need by filtering the list in real-time.

  1. Locate the Search field
    field:     At the top of the Buckets page, you’ll see a search input with a magnifying-glass icon.

    2.  2.

  2. Type any part of the bucket’s label or name
    name:     As you enter text, the displayed bucket cards will instantly narrow down to those whose Label or Name contains your query.

    3. 3.

  3. Select your bucket
    bucket:     Click the matching bucket card to drill in, or use its kebab menu to edit, delete, or view sources.

Tip: You can search on partial words—e.g. typing “Test” will match both “SecondTest” and “TestBucket.”

Next Steps & Tips

  1. Client Re-routing: If you’ve changed the affiliate or toggled Active off, verify that any automated assignments or desk mappings still behave as expected.
  2. Audit Logs: Check your system’s audit trail to confirm who made the change and when—useful for compliance and troubleshooting.
  3. Communicate Changes: Let your team know if you’ve renamed a bucket or updated its affiliate ID so reporting dashboards and integrations remain in sync.

Back to top