On the Account list screen, there are two filtering options, Filter and Search.
Filter
This is a more structured filter where you have the choice of finding Accounts based on either their Owner, Project and/or Customer Status.
Most of the Filter section options can be preset in the User Profile. The options can be used to restrict the data that a User can see.
The options in Filter are:
Filter option | Preset in the User Profile |
Owner | Yes |
Customer Status | Yes |
Project | Yes |
Query | Yes |
Today's Tasks | Yes |
Old Tasks | Yes |
Not Called | Yes |
Must | No |
Alarms | No |
Click here for more information on Filter.
Search
This is more of a detailed Search, you have the option to Search on a larger list of fields being used in the system.
These options are not preset in the User Profile.
You can add up to 5 selection criteria.
This option is usually used for quick, one-time Searches. Use the Save button to save the Search into the Query drop-down list in the Filter section.
Click here for more information on Search.