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)

  1. Click the Case Browse tab on the Top Toolbar.

  2. Click the ā€œFavorite Searchesā€ dropdown in the top right corner of the screen and select the saved filter you want to work with:

3. Click the ā€œSelect 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 ā€œCloseā€ button in the bottom right corner of the dialog box to save the selected columns:

5. Click the ā€œSave 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 ā€œSave Filterā€ button:

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