Follow

Systemwide Filters for all users

ver. 1.0

This article is for an Administrator only.

 

 

Customize a filter for your organizations use to narrow lists of accounts based on specific data fields, or contacts.  Systemwide filters will appear in the filters list for all users.  Filters can be created on an account level or a contact level.

 

To enable this, go to "Settings" and select "Filters".

Filters_01.png

 

In this example, I ticked "Account Type" and "Region". Then named the filter "Systemwide Test Filter" and clicked "Save".

Filters_02.png

 

After saving, the new filter will appear on the Systemwide Filters list.

Filters_03.png

On the "Dashboard" or any of the menu items where there is a filter the new filter will appear.

Filters_04.png

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk