Table Of Contents:

• Creating and Saving an Advanced Filter
• Accessing Saved Filters
• Deleting Saved Filters
• Working with Saved Filters in Version 1.4 (for version 1.4 only)
  • About the Use Saved Filter form

About versions of this form This page contains information for two different versions of the Use Saved Filter form, one version for Metrix 1.3 and the other for Metrix 1.4.

Working with Saved Filters

See also:

• Filtering by Name
• Working with Advanced Filters

Metrix allows you to save Advanced Filters so that you can use them again in the future. Saved filters are convenient when you need to perform the same searches on a routine basis.

Note Saved filters can not be edited. Thus, we do not recommend that you use them in situations where the criteria will need to change. For situations where you need to search for very specific records where criteria, such as a date range or an amount, might change then we suggest you work with queries, which can be saved and edited. For more information on queries, please see About Queries.

Creating and Saving an Advanced Filter

1. Press Filters on the Contact Toolbar and select Advanced Filter.
2. Enter the search criteria and press Apply Filter.
   The Filter Results form will display the number of contacts in the database that match the criteria you entered.
   
   Figure: Saving a Filter
3. When you have finished building the filter, press Finish and Save Filter.

You will prompted to enter a name. For a discussion of Advanced Filters, please see Working with Advanced Filters.

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Accessing Saved Filters

1. Press Filter on the Contact Toolbar and select Saved Filters.
   
   Figure: Accessing a Saved Filter

   The Use Saved Filter form will be displayed.

2. Click on the name of the filter.

Once you have clicked on a filter name, you will return to the Contact Overview form with only the filtered records displayed.

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Deleting Saved Filters

Note Only Metrix administrators can delete saved filters.

1. Press Filter on the Contact Toolbar and select Delete Saved Filters.
   The Delete Saved Filter form will appear.
2. Click the name of the filter you want to delete.
3. Click Yes to Confirm.
   
   A second confirmation dialog box will appear warning you that you can't undo the delete once it is processed.
   
4. Click Yes.

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Working with Saved Filters in Version 1.4

A Saved filter displays a list of the contacts (one or more) who match the criteria set for the filter. Once you create an advanced filter and save it, it can be selected from the Select Saved Filter drop-down list on the Contacts Directory Form.

Please be aware that you can not change the title of a saved filter or edit the saved criteria used by a saved filter. You can add criteria to a saved filter and save the results with a new name, thus creating a new saved filter. Also note that filters are updated dynamically, which means that after you create and save an advanced filter, you can and add new contacts or modify existing ones and they will be included in the filter if they match the criteria the filter specifies.

You can also create queries, which, like filters, return a subset of the contacts in the database. See Explanation of Methods for Getting Data out of Metrix and for a comparison.

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About the Use Saved Filter form

The Use Saved Filter form displays five columns that list

• the user log in name of the user who created the filter
• the title of the filter
• the module ID to which the filter belongs
• the date on which the filter was created
• the description of the filter

To access the Use Saved Filter form and select a saved filter

1. Click Filter... on the Contacts Directory toolbar and select Saved Filters.
2. Click a title to launch a saved filter.

Note Metrix Administrators set the default advanced filter that displays on the Contacts Directory form.

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