How Do I Save a Filtered View of Applications?
- Go to Applications | All records
- Click on Add view
- Click on "All filters"
- Here you can search through "Standard" views and custom views "Created by others."
- You can start with an existing view and add or subtract any filters you want.
- In this case, I wanted to see all Adult applicants who were Admin Recommended, so I added an extra filter for that.
- Now you need to click "Save view."
- If you've been editing a Standard or custom view Created by others, you'll need to "Save as new."
- Name your new filter something descriptive like "Adults/Admin Recommended."
- Choose whether you'd like to keep this view private, share this view with your team, or share with everyone, and click "Save."