Path: Discovery/Research
The Research Tool allows you to drill down to view your data at a more granular level. You can use
the Research Tool to isolate and export specific records or use the bulk log tools to apply a change
or action to multiple records at the same time.
FILTERING
Filters are used to isolate specific records for various needs such as identifying relationships for
creating bulk log activities, viewing activity logs, or generating output lists. You can add as many
filters as are needed, group them, connect them with and/or statements, and join them to existing
filters. You can also save the filters you create for future use, eliminating the need to re-create
frequently used filters.
Click the hyperlinks for instructions on each process.
Creating Filters Using the 3 Step Build Method
Creating Filters Using The Fast Filter Method
Saving Filters
Joining Saved Filters To An Active Filter