Filters and saved lists
In the Filters And Lists tab on the Customize workspace, you can add search filters and saved lists that can be configured by users. Filters enable users to quickly find entity records that match filter criteria. They use saved lists to quickly access specific groups of entity records that can but do not have to share a common property.
Users can see all the filters they can view and edit in the data table in the Filters And Lists tab but they will create the criteria for the filters in other workspaces. This tab allows users to specify the name, subject area, and security of a filter. Users with proper privileges are the only ones who can create public filters.
Before you add filters and saved lists, you can search for specific filters and lists by entering a full or partial name in the text search field. For information about searching, see Searching and filtering in NexJ CRM.
For information about sorting the data table and selecting columns to display in the data table, see Navigating the NexJ CRM user interface.
Adding filters to the system
As an administrator, you automatically have the filter:AdminManage privilege that is required to add and modify filters.
To add a filter, click the Add Filter or List button in the Filters And Lists tab, and select the Filter option. In the New filter dialog, provide the required information.
| Tab | Field or checkbox name | Description | Required field |
|---|---|---|---|
| Detail | Add to favorites | When selected, the filter displays as a favorite on the Contacts workspace. | No |
| Subject Area | Limits the scope of the filter to a specific type of record and it also controls where the filter will display in the application. | Yes | |
| Security | Private/Public | You can specify the view and edit settings for the saved list by selecting Public or Private. For more information about applying security, see Security settings for objects in NexJ CRM. | Yes |
To edit a filter that you have added, select it in the data table, and click the Edit button .
To delete a filter that you have added, select it in the data table, and click the Delete button .
Adding saved lists to the system
You can add saved lists and favorite saved lists for companies, contacts, households, users, or a mix of entities. Users can add entities to public saved lists and use the lists to add activities, send batch emails, and perform batch-printing jobs for entities that are members of these lists. Users can quickly access entity records by using favorite saved lists.
System administrators can create and configure saved lists in NexJ Admin Console for specific entity types.
To add a list, click the Add Filter or List button in the Filters And Lists tab and select the List option. In the New list dialog, provide the required information.
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To edit a saved list that you have added, select it in the data table and click the Edit button 
.
To delete a saved list that you have added, select it in the data table and click the Delete button 
.