Copy a Filter

You can copy an existing filter as the basis for creating a new one. This can be a filter you own or one that is shared with you.

To copy a filter, follow these procedures:

• Select the filter to copy

• Change the search criteria

• Change columns

• View your search results

• Name, share, and save your filter

If you have the appropriate role, you can include archived and deleted clients in your search.

To select the filter

1. Click the Filters tab.

2. In the left pane, click the Find Filters link. A window opens.

3. Select the appropriate tab:

   • My Filters

   • Your division or region

   • All

4. Click the filter you want to copy. The window closes and the Filters tab shows the existing search terms for this filter.

To change columns

1. Your filter needs to include at least one column if you want to use it in a Client List gadget. You can add to and change columns for the filter.

2. Click the Columns button.

3. In the list, select the checkbox for each column you want to include. The column moves to the top of the list.

4. To remove a column, clear its checkbox.

5. In your selected columns, click and drag columns to set the order you want.

6. Click the column by which you want to sort your search results.

7. Click outside the list to close it.

To view your results

1. Click Search.

2. If you want to change your search criteria, click Refine Search and repeat the appropriate steps.

To name, share, and save your filter

1. Click Save As.

2. Enter the filter's Name.

3. If appropriate, enter its Description.

4. If you want to share this filter, set or change sharing.

5. Click Save.