|
|
| (28 intermediate revisions by 3 users not shown) |
| Line 1: |
Line 1: |
| − | Filters containing your search criteria can be saved and re-used for commonly-used searches.
| + | #REDIRECT [[Advanced Search]] |
| | | | |
| − | In the following example, a search of contacts has been filtered to those whose
| + | For more up to date information about the use of filters, please refer to our [[Advanced Search]] article. |
| − | | |
| − | Clicking the "Save Search" button after performing a search brings up the Save Filter window:<br/>
| |
| − | [[Image:SaveSearchFilter.png|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. ''System Filters'' are used to create custom default ''Filter Options'' for [[Configuring_List_Views#The_Properties_Tab|list views]].<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:Glossary]]
| |
Latest revision as of 15:21, 22 August 2019
For more up to date information about the use of filters, please refer to our Advanced Search article.
