Difference between revisions of "Filter"
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Filters containing your search criteria can be saved and re-used for commonly-used searches. | Filters containing your search criteria can be saved and re-used for commonly-used searches. | ||
− | In the following example, a search of contacts has been filtered to those whose | + | In the following example, a search of contacts has been filtered to those whose title includes the word "Lobbyist": |
Clicking the "Save Search" button after performing a search brings up the Save Filter window:<br/> | Clicking the "Save Search" button after performing a search brings up the Save Filter window:<br/> |
Revision as of 13:33, 2 December 2014
Filters containing your search criteria can be saved and re-used for commonly-used searches.
In the following example, a search of contacts has been filtered to those whose title includes the word "Lobbyist":
Clicking the "Save Search" button after performing a search brings up the Save Filter window:
The elements of the "Save Filter" window are:
Name: Give a name to your saved filter.
Type: User Filters are the default. System Filters are used to create custom default Filter Options for list views.
Is Public: If a Filter is not made public, only the user who saved the filter will be able to use it.
Object Type: This is filled in automatically by the system to differentiate between searches for Company records and Contact records, for example.
Filter: The search criteria that will be applied.