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Company filters are useful when you need to reference the same types of companies on a regular basis. In this example, you will create a filter to automatically display all '''Manufacturing''' type companies.
1. Click the '''Custom''' tab at the top of the '''Search''' panel.
The [[Custom Field|custom field]] list is displayed in the new combo box.
2. Change the [[Custom Field]] to '''Business Type'''.
3. Leave the '''Value''' as '''Manufacturing'''.
[[Image:Eps41.png]]
4. Click the '''Find''' button.
Only companies with the '''Business Type''' field set to “Manufacturing” are displayed.
[[Image:Eps42.png]]
The criteria are displayed above the list of companies plus the '''Save Filter''' button.
5. Click the '''Save Filter''' button.
[[Image:Eps43.png]]
The '''Save Filter''' window is displayed.
[[Image:Eps44.png]]
6. Set the name to '''Manufacturing Companies'''.
7. Click the '''Save''' button.
The filter is saved.
[[Image:Eps45.png]]
8. Click the '''Close''' button.
9. Click the '''Standard''' tab.
The filter is displayed.
[[Image:Eps46.png]]
==Where can I use Company Filters?==
Company filters can only be used on the company page. If you wish to broadcast to a group of contacts you will need to create a '''contact filter'''.
If you have manager permission you can create a global filter, which will be available to everyone in the company.
[[Category:Sales Tracking]][[Category:System Management]][[Category:Applications]]
1. Click the '''Custom''' tab at the top of the '''Search''' panel.
The [[Custom Field|custom field]] list is displayed in the new combo box.
2. Change the [[Custom Field]] to '''Business Type'''.
3. Leave the '''Value''' as '''Manufacturing'''.
[[Image:Eps41.png]]
4. Click the '''Find''' button.
Only companies with the '''Business Type''' field set to “Manufacturing” are displayed.
[[Image:Eps42.png]]
The criteria are displayed above the list of companies plus the '''Save Filter''' button.
5. Click the '''Save Filter''' button.
[[Image:Eps43.png]]
The '''Save Filter''' window is displayed.
[[Image:Eps44.png]]
6. Set the name to '''Manufacturing Companies'''.
7. Click the '''Save''' button.
The filter is saved.
[[Image:Eps45.png]]
8. Click the '''Close''' button.
9. Click the '''Standard''' tab.
The filter is displayed.
[[Image:Eps46.png]]
==Where can I use Company Filters?==
Company filters can only be used on the company page. If you wish to broadcast to a group of contacts you will need to create a '''contact filter'''.
If you have manager permission you can create a global filter, which will be available to everyone in the company.
[[Category:Sales Tracking]][[Category:System Management]][[Category:Applications]]
