Case Browse provides two ways to save filters to your Favorites ListSearches list.
Save Filter to Favorites Before Search
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Enter the appropriate information in the date range filter, closed/wanted/retained/settled panel, and criteria tabs.
Select SAVE FILTER TO FAVORITES.
The Save To Favorites window will appear.
Place If applicable, place a checkmark in the Default checkbox.
Select from the Populate Filters or Populate Filters and Search radio buttons.
Both options populate the filters, but the latter automatically runs the search.Enter a unique Filter Name.
Select SAVE FILTER.
Confirm that the filter is now available in the Favorites Searches dropdown menu.
Save Filter to Favorites
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After Search
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Enter the appropriate information in the date range filter, closed/wanted/retained/settled panel, and criteria tabs.
Select SEARCH CASES.
A new browser window will open.
Select SAVE FILTER TO FAVORITES.
The Save To Favorites window will appear.
Place If applicable, place a checkmark in the Default checkbox.
Select from the Fill or Fill & Execute radio buttons.
Enter a unique Filter Name.
Select SAVE FILTER.
Return to the previous window and confirm that the filter is now available in the Favorites Searches dropdown menu.
It may be necessary to refresh the browser window.
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Related Pages
Recent Searches and Favorites Searches
Date Range Filters, Searching, and Favorites
How to Use Case Browse and Predefined Templates to Send Mass Communications to Clients