Working with filters

The Filter panel in each app includes links to built-in filters designed to help you find information. If you have many records to search through, and you complete the same search regularly, you may find it useful to save your own filters.

Saving your filters

You can save your own filters by clicking the icon, to the right of the search field, then click the icon, after you enter your search criteria.

Once the filter is saved, you will see it in the Filter panel.

Deleting your saved filters

You can delete your saved filters at any time by hovering the mouse to the right of the filter until the icon appears. When you click the icon, you will be prompted to confirm the deletion.

Hiding or showing filters

You can choose to hide groups of filters by clicking hide to the right of the heading for that group of filters.