The following procedures will guide through saving filters created through the Discovery tool within CRM.
Step 1 Log into CRM
Step 2 On the landing page, click on Discovery from the main menu
Step 3 Click Research
Step 4 Build the filter as desired (for steps, review the procedures for creating filters)
Step 5 To save the filter, click the Save button
Note: Saving a filter will allow for commonly built filters to be retained within a list that can be easily applied rather than being continuously rebuilt.
5.1 Click the drop-down arrow to select an existing Filter Group
5.2 To create a new Filter Group, leave the Filter Group on Create New…..
5.3 Click into the Filter Group Name box and type in a new Filter Group Name
5.4 Type a unique Filter name.
5.5 Click Save to complete the saving process.
Note: The system will automatically activate the filter after the saving process has completed.
Step 6 To open an existing filter, within the Filter window click the drop-down arrow next to Save
6.1 Select Open
6.2 Click in the “Search” box to type in a name of a filter or click on the drop-down arrow by Filter Group to isolate filters within a specific group.
6.3 Click on the filter once to select it.
6.4 Once selected, the filter will automatically activate.
Step 7 To join another saved filter to the filter within the window, click the drop-down arrow next to Save
7.1 Select Join Existing Filter
7.2 Click the drop-down arrow next to “Filter Group” to select the group.
7.3 Click the drop-down arrow next to “Filter Name” to see the list of filters in the selected group.
7.4 Highlight the desired filter to be joined.
7.5 Click the “Join” button on the bottom left of the box.
The filter that is joined will be appended to the bottom of the filter conditions within the filter window
Step 8 To remove ALL filter condition boxes within the window, click the button at the bottom of the filter window
Step 9 Click Activate once the filter is built as desired
Article Reference: CLTX203