To view only records that share specific characteristics, select Choose filters and choose the criteria of the items to work with. When you apply filters, you can view their selected criteria at the top of the list.
Tip: These filters are cumulative, so imagine an "and" between each. For example, if you specify both a status and an assigned fundraiser, you can create a list of past due actions assigned to you.
Select Choose filters .
Choose the criteria of the records to include and select Apply changes. Your selected criteria appear at the top of the list.
To set a filter's value, select the filter at the top of the list and choose values to further fine-tune criteria.
Select Apply filter.
To reset a value for a specific filter, choose the filter at the top of the list and select Clear filter. To reset all filters to their original values, select Clear all values and confirm that you want to remove the values you selected.
Tip: No filters will be removed from your list, just the values you applied.
To remove criteria from your list, select Choose filters . Clear the checkbox next to the filter you wish to remove and select Apply changes.
To select filters that automatically appear at the top of the list when you open a new list, you can set default filters. Select Choose filters and select default filters to apply to all lists. Select Set as default filters.
Note: If you do not set default filters, then commonly used filters based on the list type will appear when you open a new list.