Managing Filter Sets

You can manage filter sets directly from Account Grid. Click Settings in the Filters panel to manage your own filter sets, and any you have sharing access to.

This enables you to do the following actions:

  • Create a new filter set
  • Save updates to an existing filter set
  • Create a new filter set using an existing one as the base
  • Edit an existing filter set
  • Delete a filter set
  • Set a filter set as the default one used

Editing a Filter Set

To edit a filter set:

  1. Select a filter set in the Saved Filters fields.
  2. Click Settings.
  3. Click Edit. The Edit Filter Set window opens.
  4. Update the information with your required changes.
  5. Click Save.

Deleting a Filter Set

To delete a filter set:

  1. Select a filter set in the Saved Filters fields.
  2. Click Settings.
  3. Click Delete.
Note: The Delete button does not display if you do not have the appropriate permissions. Contact your administrator.

Selecting a Default Filter Set

To select a filter set to be used as the default:

  1. Select a filter set in the Saved Filters fields.
  2. Click Settings.
  3. Click Set as Default.

Deselecting a Default Filter Set

To remove a filter set as the default:

  1. Select a filter set in the Saved Filters fields.
  2. Click Settings.
  3. Click Remove Default.
Notes:

  • The default filter set is selected by default when accessing Account Grid from the same browser, on the same device.

  • If your selected default filter set allows other users to make changes, any updates are reflected when accessing Account Grid from the same browser, on the same device.