Managing Filter Sets

You can manage filter sets directly from the Customer Success Cloud features where the Filters panel is enabled. Click in the Filters panel to manage your own and shared filter sets.

This enables you to:

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

Editing a Filter Set

To edit a filter set:

1. Select a filter set in the Saved Filters field.
2. Click .
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 field.
2. Click .
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 as the default one:

1. Select a filter set in the Saved Filters field.
2. Click .
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 field.
2. Click .
3. Click Remove Default.

Notes:

• The default filter set is automatically selected when accessing the feature 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 the feature from the same browser, on the same device.