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:
SaveSearchFilter.png

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.

See Also