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Filter

22 bytes removed, 18:44, 13 January 2017
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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, whether internal or external to your organization.
 
 
=Creating Filters=
 
If you use advanced or basic search to return records based on search criteria then you will be presented with the 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=]] 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.
[[Image:filter3SaveSearchFilters2.png|border]]
The elements of the "Save Filter" window are:<br />
Smartstaff, administrator
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