How do you save a search filter in CRM?
The advanced filter allows you to extract the exact information you need from a module by defining criteria for the results to be displayed.
You can save the filter for quick use whenever you need to look for the same information.
To save a filter:
- Go to the desired module.
- Select the required module list view.
- Select the combination of criteria under Filter [Records] By. You can select any number of search criteria as required.
- Click Apply filter and then Save filter.
- Enter the filter name and click Save.
- You will now be able to find the filter under Saved Filters.
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