There are 3 sections of a Filter: List, Selector, and Details.

List - Provides details about the members of the Filter. You can edit which columns you want to see here by clicking "Edit Columns." You can also Export the list to CSV.

Selector - Use the selector tab to add filters to find specific People, Accounts, Opportunities, and Activities. Learn More about Selectors here.

Details - Provides an overview of key meta data about the Filter including:

  • Name - Name of the Filter. If you want to change the name of an existing filter, you can always come back here to make the change.

  • Description - Add a description to give more details about the Filter. If you want to change the description of an existing filter, you can always come back here to make the change.

  • Public - Make the Filter visible to others within your organization

  • Member Type - Type of results the Filter will return
    (i.e Person, Account, Opportunity, or Activity)

  • Owned By - Who the Filter is owned by

  • Created By - Who the Filter was created by

  • Created Date - When the Filter was created

  • Last Modified By - Who was the last person to update the Filter

  • Last Modified Date - When the Filter was last updated