Difference between revisions of "Filter"
From SmartWiki
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| + | Filters containing your search criteria can be saved and re-used for commonly-used searches. | ||
| + | |||
| + | Clicking the "Save Search" button after performing a search brings up the Save Filter window:<br/> | ||
[[Image:SaveFilter.jpg|link=]] | [[Image:SaveFilter.jpg|link=]] | ||
| + | The elements of the "Save Filter" window are:<br /> | ||
| + | '''Name''': Give a name to your saved filter.<br /> | ||
| + | '''Type''': User Filters are the default. See [[Arcadia List Views]] for information on ''Arcadia List View Filter''.<br /> | ||
| + | '''Is Public''': If a Filter is not made public, only the user who saved the filter will be able to use it.<br /> | ||
| + | '''Object Type''': This is filled in automatically by the system to differentiate between searches for [[Company]] records and [[Contact]] records, for example.<br /> | ||
| + | '''Filter''': The search criteria that will be applied.<br /> | ||
| + | |||
| + | ==See Also== | ||
| + | * [[Basic Search]] | ||
| + | * [[Advanced Search]] | ||
[[Category:Filters]] | [[Category:Filters]] | ||
Revision as of 11:51, 1 May 2014
Filters containing your search criteria can be saved and re-used for commonly-used searches.
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. See Arcadia List Views for information on Arcadia List View Filter.
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.
