Accessing Filter Presets

To access your filter presets, go to your Records page and click Filter Records located towards the top right of the page.

Next, click Filter Presets

To move filter presets to a folder, rename, or delete, click the 3 dots to the right of the filter preset:

Move to Folder

Select Move to Folder, choose the folder you want to move the preset to and click Move Preset.

Rename Preset

To rename, select Rename Preset and type in the new name. Click Save preset.

Delete Preset

To delete a filter preset from your account, select Delete Preset. When deleting, you will need to confirm you want to delete. To confirm, type Delete Forever then click Yes, delete it.

Related Trainings
Filter Records Overview

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