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Filter

455 bytes added, 18:41, 13 January 2017
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Filters refer to your saved search criteria rather than the results of a particular search.
 
Filters containing your search criteria can be saved and re-used for commonly-used searches.
In This means that, for frequently used search topics, you don’t have to keep re-entering the information into the following examplesearch field.  Filters can also be shared among colleagues so not everyone has to create their own set of search criteria. This is particularly handy for ensuring all your users have quick and easy access to popular search topics within your system, a whether internal or external to your organization.=Creating Filters=If you use advanced or basic search of contacts has been filtered to those whose title includes return records based on search criteria then you will be presented with the word "Lobbyist"Save Search button. [[Image:SaveSearchFilters.png]]
Clicking the "Save Search" button after performing a search brings up the Save Filter window:<br/>
[[Image:SaveSearchFilter.png|link=]]
 
Within a {{UTA}}, users are able to create filters with the search parameters entered by selecting the Save Search button.
 
[[Image:filter1.png]]
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.
'''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 />
'''Filter''': The search criteria that will be applied.<br />
 
 
=Editing Filters=
 
==See Also==
Ciaran Donnelly
Smartstaff, administrator
4,478
edits
Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/29009’

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