You can copy an existing filter as the basis for creating a new one. This can be a filter you own or one that is shared with you.
To copy a filter, follow these procedures:
- Select the filter to copy
- Change the search criteria
- Change columns
- View your search results
- Name, share, and save your filter
If you have the appropriate role, you can include archived and deleted clients in your search.
To select the filter
- Click the Filters tab.
- In the left pane, click the Find Filters link. A window opens.
- Select the appropriate tab:
- My Filters
- Your division or region
- All
- Click the filter you want to copy. The window closes and the Filters tab shows the existing search terms for this filter.
To change columns
- Your filter needs to include at least one column if you want to use it in a Client List gadget. You can add to and change columns for the filter.
- Click the Columns button.
- In the list, select the check box for each column you want to include. The column moves to the top of the list.
- To remove a column, clear its check box.
- In your selected columns, click and drag columns to set the order you want.
- Click the column by which you want to sort your search results.
- Click outside the list to close it.
To view your results
- Click Search.
- If you want to change your search criteria, click Refine Search and repeat the appropriate steps.
To name, share, and save your filter
- Click Save As.
- Enter the filter's Name.
- If appropriate, enter its Description.
- If you want to share this filter, set or change sharing.
- Click Save.