Filter Sets Overview

You can use filter sets in the Filters panel to save and apply collections of filters. This enables you to quickly apply commonly used filters. You can create and manage your own filter sets, as well as apply any that you have sharing access to directly from the feature.

When you create a filter set from the Filters panel in any supported Customer Success Cloud feature, the Feature value on the filter set record is automatically populated. For example, creating a filter set from a playbook task feature means that you can apply that filter set to any other playbook task feature as they share the same Feature value.

We recommend creating and managing filter sets from the relevant feature. For more information, see Creating Filter Sets and Managing Filter Sets.