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Print this pageForward this document  Editing filters

The filter editing options are all displayed on one screen.

Begin by giving the filter a name, preferably something unique and self-explanatory. On the client list screen, when that filter is applied, its name will appear in the drop-down menu located in the top right-hand corner of the screen. This is the name by which this filter will be referenced on the client list filter selection window, accessible from the Tools menu.

When you have finished editing the filter, press [OK] to save your data. Then, you may apply it from the client list filter selection window or from the drop-down menu on the client list screen.

You can create a filter using any or all of the following criteria:

June 11, 1999