Changes

Once selected, a set of criteria can be saved in the system as a filter, that can be re-applied later using the "Saved Filter" dropdown. Note that, when searching for contacts and accounts, a checklist of roles and categories, respectively, will be displayed to further narrow down your search. When using Advanced Search on objects of Level 1, 2 or 3 within the Universal Tracking Application, Templates, Types and Statuses can be selected in the checklist.