User Manual 2.2
 
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(c) Endless Realities Inc.

1.5.2.2. Filtered View

After clicking on a tab you can use the filtered View to see all records fitting that criteria. The options for filtered views drop down menu are the record types for that object. You can add additional Views as needed using the Create New View link but only you will be able to see them.
 
1.5.2.2. Filtered View
1

Change Filter

1. Change Filter
Select the desired filter from the drop down menu.
2

Change Default Filter

2. Change Default Filter
Recently Viewed is the default filter. You can change this by selecting a different filter, then clicking the pin icon to set it as the default.
3

Create New Filter

3. Create New Filter
You can also create new filters by clicking the gear and then clicking New.