Creating Filter Sets

Filter sets enable you to save collections of applied filters, so that you can quickly apply them to Account Grid. You can create and edit your own filter sets, as well as apply any that you have sharing access to. We recommend creating filter sets from Account Grid. For more information, see Using Account Grid

To create a filter set:

1. Click to open the Filters panel.
2. Select and apply your required filters.
3. Click | Save As. The New Filter Set window opens.
4. Enter a name for your filter set.
5. Select your sharing preference.
6. Click Save.

To update an existing filter set:

1. Click to open the Filters panel.
2. Select the filter set you want to update.
3. Make your required changes, and click Apply.
4. Click | Save.

Notes:

• If there are no saved filter sets to display, the Saved Filters field still displays but no filter sets are available for selection.
• If you do not have the appropriate permissions to create or edit filter sets, the button displays but no further options are available. Contact your administrator.
• If you do not have the appropriate permissions to the Filter Set object or any relevant fields, an information message displays. Contact your administrator.
• When you do not have the appropriate permissions to the Global field, only filter sets you have created display. Contact your administrator.