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| − | Filters containing your search criteria can be saved and re-used for commonly-used searches.
| + | #REDIRECT [[Advanced Search]] |
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| − | In the following example, a search of contacts has been filtered to those whose title includes the word "Lobbyist":
| + | For more up to date information about the use of filters, please refer to our [[Advanced Search]] article. |
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| − | Clicking the "Save Search" button after performing a search brings up the Save Filter window:<br/>
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| − | [[Image:SaveSearchFilter.png|link=]]
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| − | Within a {{UTA}}, users are able to create filters with the search parameters entered by selecting the Save Search button.
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| − | [[Image:filter1.png]]
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| − | Users are given some options relating to the saved filter including the ability to name the filter, select the type, make the filter public or not.
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| − | [[Image:filter3.png]]
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| − | The elements of the "Save Filter" window are:<br />
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| − | '''Name''': Give a name to your saved filter.<br />
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| − | '''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 />
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| − | '''Is Public''': If a Filter is not made public, only the user who saved the filter will be able to use it.<br />
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| − | '''Store and Filter''': This allows the user to specify whether the filter should retain the [[status]] and [[type]] criteria selected in the search panel when the filter was created.<br />
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| − | '''Filter''': The search criteria that will be applied.<br />
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| − | ==See Also==
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| − | * [[Basic Search]]
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| − | * [[Advanced Search]]
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| − | [[Category:Filters]][[Category:Glossary]]
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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.
