Tip #131 - How to Modify an Existing Case Browse Filter That You Have Saved as a FavoriteĀ (Also works for Scheduled Case Browse Reports)
Tip #131 - How to Modify an Existing Case Browse Filter That You Have Saved as a FavoriteĀ (Also works for Scheduled Case Browse Reports)
Click the Case Browse tab on the Top Toolbar.
Click the āFavorite Searchesā dropdown in the top right corner of the screen and select the saved filter you want to work with:
3. Click the āSelect Columns To showā button in the top center of the screen.
4. Select the desired columns you want to appear in your results. Click the āCloseā button in the bottom right corner of the dialog box to save the selected columns:
5. Click the āSave Filter To Favoritesā button in the top right corner of the screen:
6. Keep the current name of your filter (should be displayed by default).
7. Click the āSave Filterā button:
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.