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Filters

ver. 1.0

This article is for an Administrator only.

 

 

Customize a filter for your organizations use.

 

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

 

 

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