Difference between revisions of "Saving a Contact Filter"
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| − | '''[http://smartsimple.com/ | + | '''[http://www.smartsimple.com/DotOrg/flash/Saving_a_Contact_Filter_viewlet_swf.html View It Here]''' |
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1. Click the '''Save Filter''' button. | 1. Click the '''Save Filter''' button. | ||
| + | |||
| + | [[Image:Filt.png]] | ||
The '''Save Filter''' window is displayed. | The '''Save Filter''' window is displayed. | ||
| + | |||
| + | [[Image:Filt1.png]] | ||
If you do not have the manager permission for '''Filters''' and '''Templates''', the '''Is Public''' check boxes will not be displayed, and you will only be able to save the filter for your personal use. | If you do not have the manager permission for '''Filters''' and '''Templates''', the '''Is Public''' check boxes will not be displayed, and you will only be able to save the filter for your personal use. | ||
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The filter is saved. | The filter is saved. | ||
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| + | [[Image:Filt2.png]] | ||
4. Click the '''Close''' button. | 4. Click the '''Close''' button. | ||
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The filter is displayed. | The filter is displayed. | ||
| + | [[Image:Filt3.png]] | ||
| − | + | [[Category:System Management]][[Category:View It]][[Category:Filters]] | |
| − | [[Category:System Management]][[Category:View It]] | ||
Latest revision as of 16:01, 25 June 2013
1. Click the Save Filter button.
The Save Filter window is displayed.
If you do not have the manager permission for Filters and Templates, the Is Public check boxes will not be displayed, and you will only be able to save the filter for your personal use.
2. Set the name to Sales Managers.
3. Click the Save button.
The filter is saved.
4. Click the Close button.
5. Click the Standard tab.
The filter is displayed.
