Skip to main content

Manage Filters

Customize and re-order Search filters by clicking the (⋮) icon and selecting Manage Filters.

You can personalize the filters shown on the left side of your Search page to match your workflow.

Adding or Reordering Filters:

1. From the Search tool, click the three-dot icon (⋮) located above your list of filters.
2. Click Manage Filters from the menu.
​

3. Scroll down the list and click More Filters
​

4. Use the Find filter textbox to search for specific filters by name.

5. Select "Add".

NOTE: By default, the filter will show up at the bottom of the view list. Drag and drop filters within the list to re-order them based on your preferences.

6. When you're done, click Save to apply your changes.

Hiding Filters:

  1. Click the ⛔ icon next to any filter on the left to hide it from your Search page.

  2. Drag and drop filters within the list to re-order them based on your preferences.

  3. When you're done, click Save to apply your changes.

Resetting Filters:

To return your filters to the standard set and order, open Manage Filters, click Restore to default, then click Save.

NOTE: Don’t see a filter in the list? It may not be included in your plan or may be turned off by your admin. Contact your CSM or [email protected] for help.

Did this answer your question?