Good day
I’m just loving the 7.10.13 SCRM! Nice work my friends!
So, I just discovered the power of saving a custom search filter and then finding it as a one click drop-down! So awesome. Nice.
However, after making one, I then went to remove it (it was a test) and… cannot figure out how.
I found the user-manual page for it here but as you can see it stops before showing how to delete what you just made.
I have discovered that these are unique to each user, so I went even into my user account profile looking for a way to delete / manage this list but cannot find.
Any help on this topic would be awesome.
Thanks!
Hi,
if you open Search Page, and then Select a Filter and Delete It by the button.
I have mentioned it in the screenshot
https://ibb.co/YkWTDSc
Thanks
Simply open the search page then choose a filter and delete it.
[color=#ffffff]192.168.0.1[/color]
Amazing. Thanks!
It’s super easy but I still could not do it until I saw that screenshot, now it’s super obvious and simple. For anyone else who has this struggle here are the instructions above delivered in a way that works for my brain (not so good) as well as includes some other information that is a bit hard to figure out on your own:
-
Each Module (ie. Quotes, Accounts, Leads) has it’s own custom search area so first go to the module where your custom ‘my filter’ is saved.
-
From the ‘My Filters’ drop down menu, select the filter you wish to delete.
-
Click the filter button beside it (looks like a funnel) and it will open the search menu
-
Scroll to the bottom where you will see "Modify current filter: “YOUR FILTER NAME”. Underneath there are two options ‘update’ and ‘delete’.
-
Press delete
I hope this step by step version helps someone else and many thanks to all of you above!
Absolutely counter-intuitive.
Very helpful this thread.
Thanks