Filtering Profile Records
Typically, the system includes a large number of profile records. To help you manage these records, the system provides a filtering feature. You can define conditions for filtering profile records based on your needs. For example, you can define a filter to display records of profiles located in a specific country or city.
The filter utility is flexible and provides you with several options for filtering records. Use the Filter drop-down list on the top panel to select a filter for the records displayed. Otherwise, right-click the workspace area and choose Filter from the menu. You can also choose Filter from the File menu. This displays the Profile Filter screen, with a list of available filters.
Note: The Profile Filter screen opens in the edit mode. You can modify data on any of the tabs.
The Profile Filter screen also lets you define a new filter, specify users who can use your filters, and indicate sort options for displaying the filtered records.
To add a new filter, click the Add icon at the bottom right of the Profile Filter screen. The screen now displays in add mode.
Note: The Profile Filter screen also contains a Delete icon for deleting existing filters.
Use the Details tab to name your filter and provide settings. You can enter values in some or all of the optional fields.
Provide a filter name for the new filter you are defining. Select the Default Filter check box if you want to set this as the default filter option.
Select the External Account Managers for the new filter you are creating.
Enter any or all of the listed location related fields that include Town/City, County, State, and Country.
Enter the post code of the location that you want to set as a filter. Optionally, use the To field to define a range.
Use this tab to define filter settings on the basis of profile segmentation and company details. You can select the Internal Contacts check box if you want to display those profiles where you are an internal account manager. This tab is useful for filtering records from a marketing perspective.
Select the Freeform Query check box on this tab to enable the Field, Condition and value drop-down lists. This tab lets you add up to five freeform query conditions based on which the system filters the records for display.
Use this tab to define a filter based on analysis groups or analysis codes. Select the relevant radio button, and then use the look-ups provided to enter the required details.
This tab displays the default viewing permissions. You can change the default and make the new filter visible to others as well. Choose specific teams and their members who can have access to this filter. You can also block access for certain users.
Note: Enter an asterisk (*) in the Enter Teams Who Can Share This Filter field to allow viewing access to all teams.
Use this tab to sort the displayed records based on varied criteria, in ascending or descending order. Select the desired criteria from the drop-down lists provided. You can specify up to three sort conditions.