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CallTrax NEXT Editing Filter Groups (CLTX216)

The following procedure will guide through editing a Filter Group within the Research tool.

 

Step 1          Log into CallTrax NEXT

Step 2          On the landing page, click Discovery from the main menu

Step 3          Click Research

CLTX216-A.png                      

Step 4          The filter window should be extended. If it isn’t, click the Filter icon CLTX216-B.png to extend it

Step 5          Click the drop-down arrow next to Save

Step 6          Click Filter Manager

CLTX216-C.png                     

Step 7          Using the drop-down arrow, select the desired Filter Group

Step 8          Click the Edit icon CLTX216-D.png next to Filter Group

Step 9          To move a filter from another Group into the selected Group, click on it in the left column

9.1                Using the directional arrows, move the filter to the right column

  • Single Arrow: Move only highlighted filters
  • Double Arrow: Move all filters regardless if they are highlighted or not

Step 10       To move a filter out of the Filter Group, click on it in the right column

10.1             Using the directional arrows, move the filter to the left column

  • Single Arrow: Move only highlighted filters
  • Double Arrow: Move all filters regardless if they are highlighted or not

Step 11       Click Save to retain any changes

Step 12       To delete the filter group, click the Delete button

12.1             Click Yes to the confirmation message

CLTX216-E.png

CLTX216-F.png

Note: Deleting a Filter Group will remove the group but will NOT delete the saved filters. Any filters within the group will be move under “Uncategorized” when the group is deleted.

Article Reference: CLTX216