SECTIONSCustomizing the Filters Panels
Customizing the Filters panels helps customer success managers (CSMs) find the right records faster. Administrators can use the fields of the CS Cloud Filter Settings custom setting to set up the fields that display in the Filters panels in the following components:
- Account Grid, using the Account Filters Panel Fields custom setting field
- Activity Tracker, using the Activity Tracker Filters Panel Fields custom setting field
- Add Accounts to Product window, using the Add Accounts to Product Filter Fields custom setting field
- Add Accounts to Segment window, using the Add Accounts to Segment Filter Fields custom setting field
- Add Accounts to Timesheet window, using the Add Accounts to Timesheet Filter Fields custom setting field
- Add Team Members window in the Team Management tab of the Team object, using the Add Team Members Additional Filter Fields custom setting field
- Allocate Resources window in the resourcing tab of the record, using the Allocate Resources Filter Fields custom setting field
- Mass Allocate Playbooks window, using the Mass Allocate Playbooks Filter Fields custom setting field
- Select a Playbook Template section of the Create Playbook window, using the Playbook Template Filters Panel Fields custom setting field
- Playbook Task Portfolio Calendar and Playbook Task Portfolio Grid, using the Playbook Task Filters Panel Fields custom setting field
- Value Tracker, using the Value Tracker Filters Panel Fields custom setting field
These custom setting fields can be used to specify the API names of the field sets that define the additional fields displayed in those Filters panels.
For more information, see Custom Settings and Field Sets Overview