Back to demos

Screen shot tour

Managing filters
Managing filters
Click the "menu layout" option under the My sfCRM menu.
Default filters
The filters My Accounts, My Contacts, My Activities and My Opportunities are provided by default by the system. This filter encompasses all the respective records that belong to the user’s territory.
Filter positions
The numbers next to each filter show the order in which the filters will appear under each entity. Numbers are relative.
Filter view options
Should a user not want to view a filter in the entity dropdown, he can select the Not Shown option.
Filter numbering for an entity
The Activities Entity has 6 filters including the My Activities filter. The numbers 2,4,7,8,25 next to the filter boxes are the order the filter will appear under the entity dropdown. Numbering is relative so the user can select any number from 1 – 50 provided in the dropdown.
Save changes
Click the Save button with the new changes.
Dialogue box
A dialogue box pops up informing that the Changes will take effect at the next login.
Filter view
Click the lens icon on Activities and the filter dropdown appears in the order selected. Notice My Activities is at the bottom of the list.
Filter list
If the user clicks on the dropdown under the filter button found on the right side of the page, the filters and their order of preference to be viewed can be seen.
Alternate view of filters
To get a clear view of all filters under each entity, click the lens icon on Filters under My sfCRM.
The manage filter page
The Manage Filter page opens up where the user can add, edit or delete a filter. Here also the user can change the order of the filters with one exception. The position of the My Accounts, My Contacts, My Activities or My Opportunities filter can only be rearranged at the Menu Layout page as shown earlier.
Copyright © sfaFinity, Inc., 2004 – 2009.   All rights reserved
Disclaimer      Privacy policy